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The Lounge user guide

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User guide for Travelex's new global intranet

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The Lounge user guide

  1. 1. DIGITAL PRODUCT User Guide 1
  2. 2. DIGITAL PRODUCT Contents 2 Getting started  Complete your profile  Everything you need: navigate the menu  Teams: the team space allows for cross-functional working  Find and follow colleagues: the People Directory  Notifications: stay connected to what’s important  Mandatory reads: business critical bulletins that must be read Get involved  Contributing: ‘like’, share and take part in the conversation  Advanced searching: everything at your fingertips  Shortcuts: icons that take you to key pages Support and guidance  Where to go if you need help The do’s and don’ts  Ensuring we’re all aligned on what we should and shouldn’t do on The Lounge
  3. 3. DIGITAL PRODUCT Getting started 3
  4. 4. 4 Get started - complete your profile Tailoring The Lounge to you… In the top toolbar, you’ll notice your name – that’s because we’ve tailored The Lounge to you! To really make it your own, add your picture and why not write a bio to tell other colleagues a little bit about yourself. To do this, click on your name to view your live profile. Then click on ‘edit profile’ and you’ll be directed to your profile homepage where can enter your personal details.
  5. 5. 5 Everything you need All in one place…introducing the top menu To make it as easy as possible to find what you’re looking for, we’ve created quick links at the top of the global homepage that lead to all the different areas within The Lounge. The top menu includes: People Search and find colleagues from across Travelex – you can search here by first name, last time, business area or even skill-set! Business Area Each of our Executive teams have their own business areas which contain relevant information to support you in your role. Take some time to explore each of them.
  6. 6. 6 Teams The team space brings project teams together and allows for cross-functional working. You can contribute to documents and discussions, share information and access content to support you in your role. Teams can be open (anyone can join), closed (searchable but invitation only) or hidden (invitation only). To create a team, go to ‘I want to’ in the top menu, then click on ‘complete a form’. Now just click on ‘top forms’ and you will see the ‘create a team’ option. About Travelex Need to find information about the company? Click here for our history, Travelex in the media, and our Brand and Strategy. ‘I want to…’ This section includes quick links to all Finance and IT forms, our key contacts for HR and IT, as well as all of our global policies. Ask The Lounge Got a question? See our FAQs in ‘Ask The Lounge’ in the top menu. If you’re question isn’t answered there, then you can ask a question on the forum. This also contains our ‘house rules’ of do’s and don’ts on The Lounge.
  7. 7. 7 Find and follow colleagues On the People Directory You can search for people from across Travelex and like Facebook, you can even ‘follow’ them so that anything they post on The Lounge shows up on your personal timeline. Your timeline is located on the left-hand side of the Global Homepage (the first page you see when you enter The Lounge). The People Directory allows you to search for colleagues with ease – try it for yourself.
  8. 8. 8 Notifications Stay connected to what’s important On the top toolbar (pictured above), there is a bell symbol - this is your personal notification section of The Lounge. Simply click to navigate to the notifications page where you’ll receive alerts about news and activities relevant to you. This includes:  When you gain a follower  When you’re mentioned by a colleague in an @ tag  Any updates on forms you’ve submitted  Someone you follow adds a blog post  When you’ve been allocated a mandatory read We want you to stay connected like never before, that’s why we’ve included a ‘notifications’ feature, so you’ll always know when there is important information you need to navigate to.
  9. 9. 9 Mandatory Reads Business critical bulletins that must be read The Lounge has the ability to flag specific content that is business critical and requires your immediate focus. The (!) icon – an exclamation point in the top toolbar, alerts you to mandatory reads. The mandatory read will also appear on your Timeline which is located on the global homepage (the first page you see when you enter The Lounge). It will appear in red as below. You will also receive an email notification to remind you.
  10. 10. DIGITAL PRODUCT Get involved 10
  11. 11. Contributing Blogs Sharing Influence score Contributing The Lounge is yours – so [like], share and take part in the conversation The Lounge is a game-changer for Travelex! It allows us to communicate and collaborate across our business like never before. We have over 70 representatives from across Travelex who will work with you to maintain the business area information on The Lounge and each of us have the power to contribute through the content managers or directly by liking, sharing, commenting and participating in discussions. You can find a list of content managers in the drop-down menu of the ‘Ask The Lounge’ area. Think a colleague might be interested in something you’ve found? Simply type @ and then their name in your comment and they will be notified in their personal notifications toolbar. You can also [like] and [share] anything you find too.
  12. 12. Contributing Blogs Sharing Influence score Contributing The Lounge is yours – so [like], share and take part in the conversation Blogs Are you interested in what your colleagues want to say? Or do you have reflections on a business topic that you’d like to share? Blogging is a great way of learning more about Travelex and for starting a discussion – give your colleagues an insight into your day to day life at Travelex. Start a blog by hovering over your name on the top menu bar and selecting ‘Add blog’. post’. Once you’ve posted your blog, you must click ‘Activate blog’ for it to be viewable by others. Influence Score The more you contribute to The Lounge, the higher your influence score. Let’s see who can be the most influential person in Travelex!
  13. 13. Advanced searching Everything at your fingertips We’ve designed The Lounge to provide a seamless user journey and ensure that your time can be focused on getting the most out of the tool. With an intelligent, easy to use, search function we’ve eliminated the frustrations of not knowing where to find the information you want. As soon as you start typing search will suggest pages, content, blogs, documents and people related to your search. You can also organise the results by relevance, date or alphabetically and filter by relevance.
  14. 14. Shortcuts We’ve created shortcut icons that are located on a number of key pages, including the global homepage. Simply click on the icon to be taken to that page and remember wherever you are on the tool, all you need to do is click on The Lounge logo to get back to the homepage.
  15. 15. DIGITAL PRODUCT Support and guidance
  16. 16. 16 We’re always here to help – but before you reach out, please make sure you read the FAQs as they answer some of the most frequently asked questions. The Ask the Lounge section (located in the top menu) is your one-stop-shop to everything you need to know). Still having trouble? Please contact the team at thelounge@travelex.com
  17. 17. DIGITAL PRODUCT The do’s and don’ts
  18. 18. DIGITAL PRODUCT We have created a short mandatory read document to ensure we’re all aligned on some of the simple do’s and don’ts when interacting with The Lounge. You can find the house rules in the drop-down menu of the ‘Ask The Lounge’ area. House rules: the do’s and don’ts of The Lounge

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