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Interacting with Manager dashboard

Paulina Hausner-Kraińska
  • Last updated:

Interacting with Manager dashboard

As a manager, with the Manager dashboard section of the Planner, you have access to a dashboard in which each of you direct reports is visible with useful information such as workers' goal overview or top behaviors and other actions available, as illustrated in the figure below:

Team dashboard

The section details the actions available from the Manager dashboard.

Accessing a team member passport

To access the passport of one of your team members, proceed as follows:

  1. In the Team view table select the worker or enter their name in the search bar, located above the table with workers.

  2. Click the name of the worker. A drawer with this worker's information will appear on the right side of the page, as shown in the following illustration:

Drawer with worker's information

Viewing a team member top behavior

In the first column of the dashboard, you can see your workers top behavior. This is the behavior he was most often recognized for. The behavior will be highlighted, as illustrated below:

Top behavior column

Viewing a team member last feedback

In the last feedback column, you can see how many days passed form the last time your worker received a feedback form another person in the organization. Click on the number to go see the feedback, as illustrated below:

Last feedback column

You are now redirected to the View feedback page.

Accessing a team member next check-in

In the Manager dashboard section, you can see the date of your workers next check-in. To inspect the check-in, click on the date. A new pop-up window will be displayed on the right side of the screen, as illustrated below:

Worker check-in pop-up

Scroll down, to see the details of the check in.

Click on the buttons located at the bottom of the pop-up to mark the check-in as done, add it to your calendar, edit it or click the button to delete the check in.

Viewing a team member goals

In the Team dashboard panel, you can see an overview of your workers goals. Hover over the Goals section, to see a goal's progress table, as illustrated below:

Goals column

Accessing a team member current review

When one of your direct reports is currently involved in a review process, you have the possibility to access that review in one click.

To access a worker's review, proceed as follows:

  1. In the dashboard, locate the worker with which you want to work.

  2. In the Reviews column click Go to review as illustrated in the figure below:

Worker review access

You are redirected to the worker ongoing review.

Accessing a team member career development

If a worker has a career development plan, its stage and name will be shown in the table. The manager can select the plan's name to be redirected to it.

Accessing a team member direct reports

If a worker has employees reporting directly to him, you can see an icon with the number of reports in the Direct reports column of the dashboard.

To access a worker's direct reports, proceed as follows:

  1. Locate the worker with direct reports with which you want to work.

  2. Click the direct reports number , as illustrated in the following figure:

Direct reports access

Your are redirected to the worker's direct report dashboard.

Using shortcuts

From the team dashboard you can access shortcut actions, available according to the configuration of your system.

To access the shortcut actions, proceed as follows:

  1. Locate the worker with which you want to work in the dashboard.

  2. At the very right of the worker record, click the icon.

  1. Select the shortcut of your choice:

 

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