You can provide your managers with insightful team views, giving them a snapshot of what's happening and the tasks that they need to do.
Procedure
- Install the template, and then make sure you have the HRSS role.
- Install other content templates, such as knowledge articles or content library packs.
- Install the Profile and Journeys template and any specific journeys you wish to use.
- Add a link to the Manager overview from the menu or home page.
The Manager views template contains content from other templates that we've documented in these knowledge base articles:
- Roles: Employee, manager, and HRSS
- Person model
- Alerts
- Knowledge articles
- FAQs
- Useful links
- Journeys
- Countries
- Personas
- Profile
- Content Categories
- Time-off pack
- Job Board
- Offboarding
- Badge cabinet
Pages
Team overview
The template adds the Team overview page, where you can view alerts, journeys, tasks, and other helpful information about a manager's team. If there are no alerts, this block won't be shown on the page.
Start journey
In the Journeys in progress block, select START NEW to open the Start journey page in a modal window:
Direct reports
The Direct reports page lists the people who report to you. You can select the person to open their profile page.
Org chart
The Org chart shows the hierarchy structure in your organization. You can also open the person's profile page from the action on the person's card in the organization chart.
Recruiting
The Recruiting page shows any onboarding journeys in progress, any relevant alerts, knowledge base articles, FAQs, and useful links.
Post a new vacancy
On The Recruiting page, select CREATE NEW, where you can add a new vacancy.
Team time off
The Team time off page is where managers can record sickness for their direct reports. From the global menu from the burger menu, you can select My Team and then the Team Time Off tab.
Record sickness for a direct report
On the Team time off page, from the Team time off calendar, select RECORD SICKNESS, which opens the Record sickness for a direct report page in a modal window.
Team time off listing
On the Team time off page, from the Team time off calendar, select VIEW LIST, which opens the Team time off listing page in a modal window.
Team learning
The Team Learning page contains learning alerts, knowledge articles, FAQs, and useful links for your team's learning.
Team performance
The Team Performance page contains performance alerts, knowledge articles, FAQs, and useful links for your team's learning.
Menu
The template also adds the "My team" submenu, which adds the navigation at the top of all the pages listed. This menu contains the "Manager header," which shows the manager's avatar, name, job title, and department at the top of each page in the menu. You can add more pages or remove any you don't require. Just select the edit page pencil icon and then the menu pencil icon. You can reorder the menu items, remove pages from this menu, add new ones, and change the menu's name. See our knowledge base article, Add menu items to your global or a sub-menu.