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Understanding flowit: Overview, Modules and First Steps πŸš€

Updated over 2 months ago

Quick Overview πŸ‘€

flowit is a modular, Swiss-made people platform that systematically connects engagement, performance, development, and learning.

It makes visible what is really happening in teams, links qualitative signals with performance and development data, and delivers connected insights for well-informed decision-making.

This article provides a comprehensive understanding of flowit and shows you how to get started effectively.


1. What flowit Is Fundamentally About πŸ’‘

Strong organizations start with teams that feel seen and supported. Leaders often sense early on that something is changingβ€”long before traditional metrics reflect it.

flowit listens to teams regularly through short check-ins, connects these signals with additional data points, and makes root causes visible.

This creates clarity, direction, and the ability to act early.

Result:

Teams feel heard 🀝

Leaders act with confidence 🎯

Organizations develop with trust and stability πŸ“ˆ


2. The Foundation: Connected Insights 🧠

Connected Insights are the core of flowit.

They mean:

Insights from engagement, performance, development, and growth are brought together πŸ”—

Data is contextualized instead of viewed in isolation

HR and leadership receive a holistic view instead of isolated metrics

Connected Insights help answer questions such as:

Why is engagement changing in a team?

Which performance patterns are linked to missing skills?

Which measures are having an impact?

Further Information

For a detailed explanation of the logic, analysis options, and practical application of Connected Insights, please refer to the related articles in the Help Center.

There you will find all key information on interpreting relationships, deriving measures, and using insights strategically in leadership and HR practice.


3. Overview of the Modules 🧩

Engagement / Surveys πŸ’¬

The Engagement module is used for continuous assessment and active listening.

It covers:

Regular pulse surveys with short check-ins

Topic-based and target-group surveys

Support during change, growth, or transformation phases

Added value:

Early identification of moods, trends, and risks 🚦

Comparability across time, teams, and locations

Clear prioritization of action areas

Role in the overall system:

Engagement shows where a closer look is needed πŸ‘€

Details on creation, frequency, question types, and analysis can be found in the corresponding Help Center articles.


Performance / Reviews 🎯

In flowit, reviews are structured, recurring feedback and reflection formats.

They are not primarily designed for evaluation, but for clarification, development, and shared alignment.

A review answers:

What is going well? βœ…

Where is development needed? 🌱

What are the next steps? ➑️

What types of reviews exist?

Depending on the objective, different formats can be used, for example:

Employee Reviews

Regular discussions on performance, collaboration, and development

Development Reviews

Focus on strengths, learning areas, and next development steps

Occasion-Based Reviews

e.g., probation reviews, exit interviews, or specific development discussions

All review types follow the same logic:

Reflect β†’ Classify β†’ Develop further

Role in the overall system:

Reviews translate signals from engagement and daily work into concrete conversations and decisions.

The results feed into Development and Connected Insights and form the basis for targeted actions.

Where can implementation details be found?

Structure and configuration of reviews

Selection of suitable review types

Involvement of leadership and employees

Analysis and further use of results

These topics are described in detail in step-by-step articles in the Performance section of the Help Center.


Growth πŸ“š

Growth supports learning and implementation in everyday work.

Within the Growth module, flowit collaborates with 360Learning. The learning and development environment is based on this established learning platform and is seamlessly integrated into the overall flowit system.

It covers:

Onboarding and learning paths

Development and learning content

Support for change processes

What does the collaboration mean in practice?

The learning infrastructure is provided via 360Learning.

Users access learning content directly through flowit.

This ensures that learning is not an isolated system, but an integrated part of the overall people strategy.

Added value:

Sustainable competence development

Connection between learning, performance, and development

Measurable learning progress and impact

Role in the overall system:

Growth ensures that insights from engagement, reviews, and development are translated into concrete learning and development impulses βš™οΈ


Connected Insights (cross-module) πŸ”—

Connected Insights connect the modules and make relationships between perception, performance, and development visible.


4. The Big Picture – The Continuous Cycle πŸ”„

Engagement reveals moods and changes

Performance / Reviews create structure and dialogue

Growth supports implementation

Connected Insights connect everything


5. Where to Start? 🏁

There is no wrong entry point.

Typical starting points:

Engagement first – if orientation is the focus

Performance first – if feedback and clarity of expectations are central

Growth first – if talent development or learning is the priority

Your starting point does not define the final state.


6. The First Steps with flowit – A Structured Approach 🧭

The initial steps with flowit are designed to create clarity, define priorities, and consciously choose a starting point.

At this stage, the focus is not on implementation, but on shared thinking and alignment.


Step 1: Clarify Key Questions 🎯

At the beginning, take deliberate time to reflect on:

Which challenges do we want to better understand?

Where do we currently lack transparency or comparability?

Which decisions do we want to make on a more informed basis in the future?

Which signals do we want to recognize earlier than before?

Result:

A clear target picture for how flowit will initially be used.


Step 2: Define Roles and Responsibilities πŸ‘₯

flowit only works effectively with clear ownership.

Admin: technical base configuration, users, and access

HR: content, questions, cycles, and analysis

Leadership: daily application and dialogue with employees

Result:

Responsibilities are clarified and expectations are transparent.


Step 3: Define Module Focus 🧩

Now decide which module to start withβ€”depending on your license and current priorities.


If You Start with Engagement πŸ’¬

Key considerations:

Which questions do we want to ask employees?

Do we have previous surveys that we can reuse?

Should existing questions be adapted or newly defined?

Which target-group or pulse surveys make sense to start with?

Result:

A clear plan for the first engagement survey.


If You Start with Performance / Reviews 🎯

Key considerations:

Which review type should we begin with?

Employee conversations?

Probation reviews?

Exit interviews?

Which guidelines already exist?

Can existing templates be reused, or should new ones be created?

Who will be involved in the reviews?

Result:

A clearly defined first review use case.


Step 4: Preparation Instead of Actionism 🧠

Before going live:

Review content

Align guidelines

Prepare communication

Only then should implementation begin.


Goal of the First Steps βœ…

At the end of this phase, you will have:

A clear target picture

Defined roles

A conscious module focus

Prepared content for launch

This establishes the foundation to use flowit in a targeted and effective way.

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