Reference: Manager Experience on the Home Page
You can identify managers through security permissions and have
Important Dates
and Team Highlights
sections surface on their home page.You can use the
View User Types
report to view the identified user type(s) for your users. The report is secured to 1 of these domains:
- Security Configuration
- Set Up: People Experience Configuration
You can use this topic to help you make decisions when planning your configuration for your managers. It enables managers to better support and understand their direct reports' needs. Managers have the ability to:
- Provide their direct reports with the best opportunities and support to help them succeed in their current role and achieve their career goals.
- View and get timely insights about their team's career progress and activities.
Important Dates
Event | Domain | Tasks and Reports | Description | Display Time Frame |
|---|---|---|---|---|
Anniversary | Worker Data: Anniversaries/Birthdays Reports Worker Data: Current Staffing Information | N/A | Notifies a manager when 1 of their direct reports has an upcoming work anniversary. | Upcoming anniversary in the next 30 days based on hire date or continuous service date. |
Birthday | Public Profile Preferences: Birthday
| N/A | Notifies a manager when 1 of their direct reports has an upcoming birthday. | Upcoming birthday in the next 30 days.
Respects the Public Profile settings of the user to opt in or opt out of sharing their birthday. |
Holiday | Self Service: Time Off Self Service: Leave of Absence | Team Absence Calendar
| Displays when there’s an upcoming holiday.
This holiday pertains to the manager's holiday, and not their direct reports. | Upcoming holidays in the next 30 days. |
Time Off | Worker data: Time Off (Time Off Manager View)
| Team Absence Calendar
| Surfaces when a manager's direct report takes time off. | Upcoming time off in the next 30 days. |
You can disable any of these events by accessing on the
System Admin
report and then clicking Important Dates
.You can hide the entire section on the home page by disabling all the events.
Team Highlights
Insight | Domain | Tasks and Reports | Description | Display Time Frame |
|---|---|---|---|---|
Development Items Overdue | Worker Data: Development Items
| Development Items
| Notifies a manager when 1 of their direct reports has development items overdue. | Displays when:
|
Goals Overdue | Worker Data: Employee Goals
|
| Notifies a manager when 1 of their direct reports has an overdue goal. | Displays when:
|
Feedback Received | Worker Data; Role Requested Feedback Worker Data; Self Requested Feedback | View Feedback Received
| Notifies a manager when their employee receives feedback from someone at the workplace. | Displays at the time that an employee receives feedback through 2 weeks after the feedback was given.
The feedback has to be public or shared with the manager. The manager must have access to the security groups listed in the Domain column. |
Required Learning Due | Person Data: Learning
| My Team's Learning
| Notifies a manager when their employee has Required Learning due. | Displays when you have learning assignments with an open status. Required courses display 2 weeks before the due date for 1 or multiple required courses due.
Additionally, for multiple required learning assignments, these will display once they're assigned. |
Upcoming Check-In | Self -Service: Check-in Worker Data: Check-in | View: Check-In
| Notifies a manager when they have an upcoming career check-in with their direct report. | Displays 2 weeks prior to the check-in date through the actual check-in date. |
Insights display 1 at a time for a direct report based on the priority:
- Required Learning Due
- Goals Overdue
- Development Items Overdue
- Upcoming Check-In
- Feedback Received