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Please contact us if you have any questions at [email protected] and 574.970.1322.
1 | P a g e
Welcome to BLOOM®
Employee Quick Start Guide The following Quick Start Guide covers the instructions for the most
pertinent areas for employees to view notes and communication,
learning activities, pending and past performance reviews, and
organizational information. BLOOM® allows you to work with your
manager to clarify expectations, and update your progress to achieve
mutual success. You can even update your personal information and
set personalized, dynamic and relevant goals for yourself. You have the
tools you need for your success with BLOOM®.
Getting Started
Logging into BLOOM®
1. BLOOM® is accessed via www.bloomwarecore.com.
2. Login to BLOOM® using your:
a. Organization ID
b. Employee ID
c. Password
This information is provided by your manager or HR
representative. When you log in for the first time, you will be
asked to change your password and create a secret security
question.
3. Once logged in, your personalized Dashboard will appear. This
includes organizational current events and news to the left and your
employee information in the center. Along the top are the three
navigational tools: Dashboard, Myself, and Organization.
4. On the very top of the screen are red links to contact customer
support. Any time you have questions or concerns, you can contact
support for assistance and we will respond via email.
Please contact us if you have any questions at [email protected] and 574.970.1322.
2 | P a g e
In this tutorial, we are going to start with the Dashboard navigational tool.
As you read through the information, note how these are personalized to you.
If nothing has been developed for you in the areas possible, links will not
appear. The Dashboard is the overall picture of you and the organization, and
it includes both the Myself and Organization components.
Getting Started in the Dashboard There are multiple sections under the
Dashboard. Each section has various links
providing you with the ability to manage and
organize your role within the organization. In
this example, we will follow employee Nancy
Gent (as seen in the upper left corner). You
may have a few more or few less sections on
your Dashboard depending what has been
developed as your individual goals, training
and strategic assignments.
Kudos
Kudos is where any employee can give positive recognition to
another employee in the organization. Click Give Kudos to open the
screen to select an employee, make a comment and associate the
comment to an organizational core value or an employee’s learning
activity or development goal (optional). This is information will be
visible to the entire organization. To give private feedback, click on
Leave Feedback and complete the same information as above – make
sure the Private “Yes” is selected.
Please contact us if you have any questions at [email protected] and 574.970.1322.
3 | P a g e
My Notes and Approvals
The first section in the lower half of the
Dashboard is My Notes and Approvals. This is a
key communication tool to link you with your
supervisor and HR. This isn’t email, but a
powerful communication tool that logs
communication relating specifically to your role
in the overall success of the company.
NOTE: When you click on Journal Notes or an
item under My Notes and Approvals, you are
working within the Myself section at the top of your screen.
Once open and reviewed, you can click on Mark as Read. These notes will
remain in your record in the associated section and record in the system.
IMPORTANT NOTE:
As you work through the system, remember to click the Update button on all
pages to save your data. If you do not click Update, your information will be lost
and it cannot be restored.
My Open Goals
Click back to the Dashboard.
The next section of the
Dashboard is the My Open
Goals section. This section
allows you to review and
update any Development Goals
set by you or a supervisor.
Goals can be completed and new Goals developed as needed.
Note: When you click on My Open Goals, you are transferred to the Myself
Goals menu section.
Please contact us if you have any questions at [email protected] and 574.970.1322.
4 | P a g e
Updating /Adding Your Goals:
To update or enter individual
Development Goals, complete
the following process. Repeat
for each goal to update.
1. Login and click on the
Dashboard.
2. Under My Open Goals,
a list of goals appears.
You can pick the Goal
you want to review
and update or click
View All Goals for a list
of all Open Goals.
3. To add a Goal, click the blue New Goal link in the left navigation menu
and create a new Goal. Click Update when you are finished adding
your details to save your additions.
4. To add details or update an existing Goal, see the following fields in
the Goals Detail screen:
a. Goal: what is your Goal name
b. Dute date
c. State if the Goal is to be done in phases, choose the time
phase
d. Prioritze the Goal based on its importance
e. Add general Comments about the Goal
f. Objective (what specifically is to be completed)
g. Measurement (how will completion of the Goal be measured)
5. Upon completion of a Goal, your manager or HR will complete the
remaining fields on this page.
a. Was the Goal met? There is also a pending option.
b. Date Complete
c. Outcome
6. To add Goal progress notes, go to the Goal Notes section at the
bottom of the page (or see link at top of the page) and enter your
note and click Add. Your note will automatically be date stamped
with your name.
7. Click Update on the bottom of the screen to save your answers.
8. Repeat steps to add or edit more Goals.
Please contact us if you have any questions at [email protected] and 574.970.1322.
5 | P a g e
My Learning Activities
Under Learning Activities,
various training Classes and
Programs can be accessed if
they are assigned to you. You
can view and register for
required and optional training
classes open specifically to you.
When you open My Learning
Activities, an overall menu
appears. From here, you can
view Incomplete Activities
assigned to you and Completed Activities.
To register for an Incomplete Class, simply click the blue Register link to the
right of the name if it is available. Otherwise, HR has not yet setup the
ability to register. For Open Registration activities, you have the ability to
sign up and request approval to complete an activity.
Resource Center
Click back to the Dashboard. Moving to the right column, the Resource Center
offers links to additional web-based resources provided by your HR
department. Links added here might include web links, article links, or links to
other company portals. This section provides central key resources for you to
access on a regular basis.
Please contact us if you have any questions at [email protected] and 574.970.1322.
6 | P a g e
The Myself Tab
As you navigated through the information above, you probably noticed that
the various links from the Dashboard also navigated you to the Myself tab of
BLOOM. Below we cover information under the Myself areas that was not a
part of the Dashboard information above.
Other Myself Menu Items
Profile/Details: includes details
about you that only your
supervisor and HR can view.
Update this information
yourself or see HR for
assistance. Here is also where
you can change your BLOOM
password. You can also enter
past work experience, hobbies,
etc. to share more about
yourself to the rest of the
organization.
Role History: view your current
and past role description and
history by clicking on the Role
History link. Under the Role
Title/Role ID, you can view the
current and previous job
descriptions for your current
position. Click on the Role Title to
view information pertinent to a
particular position held such as:
supervisor, date hired into this
role, and wage information.
Please contact us if you have any questions at [email protected] and 574.970.1322.
7 | P a g e
Performance Reviews:
click on Performance Review and
the screen will show your
pending and past Reviews with
the following details: the Review
type, date due, date of Review,
who completed the Review, the
dates associated to each stage of
the review process and the end
result.
Performance Reviews is where
Self-Reviews are completed. A
Self-Review is an important tool
in personal development within
your position and the
organization.
Steps for Completing your Self
Review:
1. In the top navigation bar
click on the Performance
Review link under Myself
tab to view all the current and previous reviews.
2. Open the pending Review by clicking on the Review Type blue title.
3. You are now in your pending Review. See the top Review Navigation.
It outlines the different sections of the review to complete.
Open a section to complete by clicking on the blue link under
the Employee To Do section..
a. In each section as you scroll down, you will see where
you can read the criteria to rate and comment by
clicking on the Employee Edit blue link. A pop box will
open a section to complete your ratings and
comments.
b. On the top of each criteria, a 3, 4 or 5 point rating
scale will appear. Based on your objective view about
your own performance, rate how well you feel you’ve
accomplished the criteria listed. If
Please contact us if you have any questions at [email protected] and 574.970.1322.
8 | P a g e
you’re not sure how to rate yourself, there is a blue link titled
Rating Definitions under the Employee Review Tools at the
top of the review form.
c. Complete any self-review Comments (not required).
d. Click Update on each screen. Failure to click the update
button will result in the information not being saved.
4. Once you’ve completed each section, a green checkmark will appear
by the section under the Review Navigation.
5. Complete each section as stated above until all sections are checked
green.
Files: files loaded here allow you
to share any project,
development or employment
related information with your
supervisor or HR. Note other
team members cannot view
these files.
Performance Journal: view
comments posted by your
manager and HR about your
performance. These notes are
categorized and the categories
appear at the top of the notes
section. You have the ability to
view these notes only. If you
would like to have a note added, see your manager or HR.
Please contact us if you have any questions at [email protected] and 574.970.1322.
9 | P a g e
The Organizational Tab The Organization section includes an Information Center and the Strategic
Growth Plan for the entire organization. This keeps you abreast of the
structure of the organization and the strategic plan. Sections include
Employee Directory, Organization Chart, Learning Schedule, News, Resource
Center, Kudos, and the strategic Growth Plan.
Employee Directory: this
section includes an
alphabetical list of all
employees and their photos.
By click on an individual, you
can view basic information
they have provided to be
shared about them with the
rest of the organization.
Organizational Chart: this
section shows the reporting
relationships of all people
within the organization. In the
middle of the table is the
person selected. Above is who
that person reports to. Below
are the people that report to
the person selected. You can
click on Role Titles to see everyone assigned that role. You are also able to
view the Role Description for each role.
Please contact us if you have any questions at [email protected] and 574.970.1322.
10 | P a g e
Learning Schedule: outlines all
the scheduled Learning Classes
and Activities available to
employees. While the My
Learning Activities outlined
above are required for you and
your position, the Learning Schedule outlines all the educational programs
available to the organization and when they are scheduled. Classes listed in
the lower left navigation bar are Open Registration activities, meaning they
are available to all for personal enhancement.
News: lists all announcements
made by HR or management
for all employees to read.
Resource Center: holds
important information for you
as an employee. Documents
such as policies, procedures,
forms, and other HR forms are
located here to use as needed.
Kudos: lists all Kudos shared
throughout the organization in
the last 30 days. This is a read
only page unless you want to
post a new Kudos or add a
comment to an existing Kudos.
Please contact us if you have any questions at [email protected] and 574.970.1322.
11 | P a g e
Growth Plan Navigation: this
outlines all strategic
Initiatives developed for the
organization. This typically
comprises of the high-level
strategic plan and any new
corporate initiatives and
activities within the plan. On
the left of this section is the
navigation menu. The tiers
of navigation are as follows: Initiatives
o Objectives
Goals
Action Steps
Where allowed per your security level and assignment as a Team Leader, you
are able to add Objectives, Goals or Action Steps as assigned. If you are not
assigned as a team member, then you are only allowed to view and not edit
such levels of the plan where you are not involved.
Inside each level above, you are able view the Detail, Notes, Files and Team
Members assigned to that level. See the tabs across the top to edit or view
each area.
Note: On the lower left navigation of the Growth Plan, you are able to also
view Big Picture Reports that show assignments by person, by date, or by
budget for each Initiative.
Please contact us if you have any questions at [email protected] and 574.970.1322.
12 | P a g e
My Growth Plan Items:
Clicking on My Growth Plan
Items show the specific
Objectives, Goals and Action
Steps assigned to you for
completion of the
organization’s Growth Plan. These assignments directly relate to your job and
your engagement in the overall organizational Initiatives. Each of the four
levels on the left can be opened to view more detail.
Initiatives
o Objectives
Goals
Action Steps
Conclusion
Overall, BLOOM® is a Performance Optimization System that helps you focus
your talents every day to achieve strategic business objectives. Utilizing the
Dashboard, Myself, and Organization tabs, you can track the performance
priorities customized for you. Work with your manager to clarify expectation,
and update your progress to achieve mutual success.
Support
To submit support questions:
Email: [email protected]
Phone: 866.250.8710 or 574.970.1322