ShareWillow

Guy Halperin

Employee Guides

Learn how to join ShareWillow after receiving your email invitation.

How to Accept Your Invitation and Create an Account

What to expect when you first log into ShareWillow as an Employee.

Logging In for the First Time as an Employee

A tour of your main dashboard and what each section means.

Understanding Your Employee Home Dashboard

Password Reset and Account Issues

Set up your account and learn how to navigate ShareWillow

Getting Started

Learn the difference between the three plan categories on your employee dashboard.

What Are Active, Future, and Previous Plans?

Understanding the two main types of plans you might be enrolled in.

Standard Plans vs. Bespoke Plans

How often your performance is measured and awards are calculated.

Understanding Plan Periods (Weekly, Monthly, Quarterly)

Troubleshooting missing plans on your dashboard.

Why Don't I See a Plan I Expected?

Understanding Your Plan

Find and understand your key performance indicators.

How to View Your KPIs and Current Progress

See how ShareWillow incentives boost your hourly earnings, with a year-to-date breakdown on your employee dashboard.

Understanding your effective hourly rate

Understanding Targets vs. Actual Values

Understanding the progress bar showing time left in your current period.

Reading the Time Remaining Indicator

Understanding which metrics matter most in your plan.

KPI Weightings and How They Affect Your Payout

Understanding data refresh timing and delays.

Why Is My Performance Data Not Updated?

Understanding where your performance numbers come from.

What Does "Data Source" Mean on My Performance?

Monitor your KPIs, targets, and progress toward your goals 

Tracking Your Performance

Understanding your ranking compared to teammates.

How to Read Leaderboards

How the Top Performers feature highlights standout employees.

Top Performers Recognition

Reasons the Dashboard tab might not appear in your plan.

Why Can't I See the Dashboard Tab?

View company performance and see how you rank

Dashboards and Leaderboards

Understanding the year-to-date awards number on your dashboard.

How to Read Your Awards YTD Total

Understanding qualifier metrics that can impact your earnings.

What Are "Qualifiers" and How Do They Affect My Awards?

Understanding fluctuations in your estimated award amount.

Why Does My Projected Award Change?

Learn the basics of how your profit-sharing awards are determined.

How Awards Are Calculated

What Approved, Pending, and Rejected mean for your awards.

Distribution Statuses Explained

How to see detailed information about each award you've earned.

Viewing Award Breakdowns by Period

Understanding the timeline from earning to final approval.

When Will I See My Final Award Amount?

Learn about company-level requirements that can affect your awards.

Understanding Thresholds and Company Performance Targets

Understanding where your award money comes from.

How the Award Pool Works

Distribution Rules Explained

How your awards are calculated and when you'll receive them

Awards and Payouts

Create a custom design with text, images, and links

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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