Employees to Regularly Login

If you want your employees to regularly log in to Engage (after 2 hours of activity) using a passcode or bio-metrics, then you can enable simplified authentication.

For more details, refer to Enforce Simplified Authentication.

Employee Privacy

Opt-out an Employee

If you have an employee that requires not be in found in Engage, your System Administrator can opt-out the employee from Engage's search.

For more details, refer to Opt-out an Employee from Engage's Search.

Disable Employee's Contact Information

If your business needs to hide contact information from a Person card, then your System Administrator can set this up. This will hide the contact information from all Person cards.

For more details, refer to Disable a Person's Contact Information.

Floorplan Style

We recommend you use the default floorplan style as Architectural Floorplans, if you want to use the Stylized Floorplans then you will need to make sure your polylines are around all your spaces and the classification of the space types is accurate.

For more details, refer to Set up to use the Architectural Floorplans or Stylized Floorplans.

Filters

Space Type and Equipment Filters

Your employees will be able to filter for desks, such as, if they want a desk that has dual monitor and is a sit stand desk. Also, employees will be able to filter for spaces, such as, if they want a meeting room that has a conference phone.

The filter options display in the Reservations Assist under the headings:

Type - this displays the space types that are set to interactable.
Equipment - this displays the space's attributes.

For information on how to set up the filters, see Configure Assets for Desks and Spaces.

Person of Interest Filters

If you don't use the First Responders as a menu item, you can still set up the Person of Interest filters for Engage so your employees can search for First Aid Officer, Fire Warden, etc. For more details, see Set up the Concierge Menu item to launch the First Responders.

Branding

Acknowledgment Message

If you need to display a message such as Terms and Conditions in the Engage app, you can set this up to display either daily or when the message is changed.

For more details, see Set up Acknowledgement Message.

Concierge Menu

You will need 3 items in the Concierge Menu for this to work, for example:

Concierge Menu in a different Language

Engage supports the following languages:

English UK
English US
French Canadian

The languages will be based on your device or browser's language setting. Also, the language must be enabled per instance, learn about Multilingual Support.

You can set up the Concierge Menu to be in French Canadian, see set up the Concierge Menu for Multilingual.

Concierge Menu Image Gallery

When you have decided what to include in the Concierge Menu then your System Administrator can either source the images for the menu items or uses the images in the Concierge Menu Images Gallery. The setup is completed in Serraview's Configuration module, see Set up the Concierge Menu for 3 or more menu items.

Regional Concierge Menu

Engage can display a localized concierge menu for your organization’s different countries, cities, or buildings. Your System Administrator can set up the regional menu, see Configure the Regional Concierge Menu.

COVID Compliance

When your buildings have different COVID Compliance requirements, then this can be configured.

For more details, see Configure COVID Compliance.

Book Safe Distance for a Building

You can turn on Engage's Book Safe which will automatically take care of social distancing for you. Whenever an employee books a desk, Engage will automatically disable any desks within your configurable social distancing threshold (e.g. 1.5 meters) from being booked by someone else.

If you have different Book Safe requirements for your buildings, your System Administrator can set this up.

For more details, see Set up Book Safe and Distance.

Set Daily Limits for a Building

Building capacity limits can be set:

Limit the Total Reservations with a Building - This is used to limit the total number of reservations for a building. For example, if your COVID-19 restrictions only allow your building to have 50% capacity then you can set the total number of reservations for the building, so a building that has 250 employees can only have 125 employees able to make reservations.
Limit the number of Reservations made within a Building per 15 minutes - This is used to limit the number of users making a desk booking at the same time. Engage can assist your employees with social distancing, by preventing large volumes of staff from arriving at a similar time to use common access areas such as lifts.

For more details, see Set Daily Limits for a Building.

Health Declarations

You can set up a Health Acknowledge message as part of your desk check-in process. Your employees cannot check-in to the desk unless they agree with the custom acknowledge message first.

For more details, see Set up a Health Declaration Message.

If you have different Health Declaration requirements for your buildings, your System Administrator can set this up.

Desk Reservations

Desk Reservations & Check-in Times

If your business wants employees to make desk reservations as:

All-day Desk Reservations then see Set up All Day Desk Reservations and Check-in Times
Time Block Reservations which allows your employees to choose the desk booking such as All day or 1 hour, 2 hours, 3hours, or 4 hours, then see Set up Time Blocked Desk Reservation & Check-in Times.

If you want your employees to check-in to their desks then in the Engage Configuration, your System Administrator can update the desk check-in window settings.

If you have different desk reservation requirements for your buildings, your System Administrator can set this up.

Auto-Cancellation of Desk Reservations

When set this will cancel the desk booking if an employee does not check into the desk by the required time. Their desk booking is cancelled and freed up for someone else to use. For details, see Set up Auto-Cancellation of Desk Reservations.

If you have different Auto-Cancellation of Desk Reservation requirements for your buildings, your System Administrator can set this up.

Desk Reservations Permissions

Your System Administrator can configure which desks are reservable and by whom. The Booking Access view in the Spaces module will allow you to visualize the booking access applied to spaces. This will give you a quick and visible way to allocate the booking access required for your business.

For more details, see Set up Desk Reservation Permissions.

Limit Concurrent Bookings

Your System Administrator can set the number of desk reservations an employee can make that overlap.

For more details, see Limit Concurrent Bookings.

Limit Future Desk Bookings

Your System Administrator will be able to limit in weeks, how far into the future an employee can make a desk reservation.

For more details, see Limit Future Desk Bookings.

Available Desk Visibility

When your business has employees with assigned desks, these will not be able to be reserved. Now, employees can visually differentiate reserved desks from assigned ones on the floorplan. Your System Administrator can update Serraview's Configuration setting. Also, if you want you can change the color of the available desks.

For more details, see Set up the visibility of reserved desks on the floorplan.

Desk Reservation on Behalf of Another Person

If you have employees that make desk reservations on behalf of another person then your System Administrator can give employees permission to complete this task, see Set up a Person to book on behalf of another and Reserve a desk on behalf of another person.

Desk Reservation or Check-in via QR Code

Your System Administrator can set up QR Codes on your organization’s desks so that employees can quickly make a desk reservation or check-in to their desk reservation, see Set up the QR Codes for Desk Check-in and Reservation.

Desk Reservation Confirmation Emails

If your business wants to send out Confirmation Emails when an employee books a desk. Note that the confirmation email is sent to the person whom the booking is for.

For more details, refer Set up Engage to send out Confirmation Emails.

Space Reservation

Engage can integrate bi-directionally with your organization's Corporate Calendar (as long as it's Exchange/Outlook, Office365, or Google Calendar).

With this integration turned on:

Your administrator can connect specific spaces (typically meeting rooms, conference rooms, huddle rooms, etc) in Engage to the matching resources in your Corporate Calendar
Engage users can then see which rooms are free/busy based on their status in your Corporate Calendar
When Engage users book these spaces in Engage, that booking is automatically synced back to your Corporate Calendar so that everyone can see that its book in Outlook or GCal.

For more details, see Engage Calendar Integration and if you have questions, then see Engage Calendar Integration FAQ.

If you don't want to use a Calendar Integration, Engage can be still used to make space reservations, see Set up Space Reservations without Calendar Integration.

Photography

The photography is optional and if you do have photos of them the employee's initials display and for a space the default icon displays.

Employee Photos

Before you configure, you will need:

Images are in a square aspect ratio, with a resolution of at least 300px x 300px.
Images are linked via a URL to each employee photo.

Space Photos

Before you configuration, you will need:

Images of each meeting room.
Images are either a link URL to the image or the image is upload. If you want to use the link to the URL, then the images must be uploaded first to the referenced URL.

For more details, see Add Photography for Employees and Spaces.

Chat Integration

Your employees can find their colleagues in Engage and then either call or email them. If your company is using Microsoft Teams then your System Administrator can set up the integration so your employee can start a Teams call or chat.

For more details, see Set up the Chat Integration.

Only using Engage Mobile or Engage Web

If your business will only use Mobile or Web then your System Administrator can disable the other application.

For more details, see Disable an Engage Application.