Interacting with the Manager Dashboard

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The Manager Dashboard is available only if it is enabled for your organization in Workbench > Platform Setup > Feature Enablement. When it is disabled, it does not appear in the Planner navigation, and managers land on the next available Planner page.

As a manager, you can use the Manager Dashboard in the Planner to see key information about each of your direct reports in one place and to open their goals, feedback, check-ins, reviews, and career development plans, as illustrated in the following figure:

Manager Dashboard with two direct reports

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The columns visible to you depend on the features enabled for your organization. For example, the Top behavior column appears only if behaviors are enabled.

Finding team members

To find a team member, enter their first or last name in the Search field above the dashboard. Matching text is highlighted in the results.

To show only selected team members, proceed as follows:

Click Workers above the dashboard.
In the Select workers to filter window, select the team members you want to see by checking the relevant boxes next to their names in the table. You can also search by name or worker ID.
Click Apply filter.

The number of selected team members appears next to Workers. To show all team members again, open the window, click Clear selection, and then click Apply filter.

Viewing team member information

Each row of the dashboard displays the following information about a team member:

Column	What it shows	What you can do
Team member	Name, photo, and job title	Click the name to open the team member's details. For more information, see Accessing a team member's details.
Top behavior	The behavior the team member has been recognized for most often in feedback since the start of the current year, or No behaviors	Hover over the behavior to see its full name.
Last feedback	Date of the most recent feedback you gave the team member in the last 14 days, or No feedback	Click the date to open the feedback.
Next check-in	Date of your next check-in with the team member, or No check-ins	Click the date to open the check-in.
Goals	Number of goals and their statuses	Hover over the goals to see a summary of the team member's goal progress.
Reviews	Status of the team member's most recent review	Click the link to open the review.
Career development	Stage and name of the team member's career development plan	Click the stage to open the plan.
Direct reports	Number of people reporting to the team member	Click the number to open the dashboard for the team member's direct reports.

Goals

The Goals column shows the total number of the team member's individual goals that are pending approval, in progress, or completed, and whose period has not ended. Organizational and well-being goals are not counted. Next to the total, icons show how many goals are Pending approval, Completed, On track, At risk, or Blocked, as you can see below:

Goals column with the goal progress tooltip

Reviews

The Reviews column shows one of the following:

Coming soon: The team member is eligible for reviews but does not have a review yet.
Not eligible: The team member is not eligible for reviews.
Reassigned: The review is managed by another manager. Hover over the label to see who.
An icon revealing the review status and the link to the review. Hover over the icon to see the status. Depending on the review template, the link shows the final rating, Go to review, or View review. If you can still rate the team member, it shows What is your view?.

If the review uses a custom template type, you can see the type below the status.

Career development

The Career development column shows one of the following:

Coming soon: The team member has no career development plan.
Reassigned: The plan is managed by another manager. Hover over the label to see who.
The stage of the plan (Self-assessment, Manager feedback, or Closed) and the plan name.

Viewing a team member's direct reports

The dashboard of a team member’s direct reports opens on the Direct reports of [team member’s name] page and has the same format as your own.

This view is read-only. You cannot open the team members' details, feedback, check-ins, or career development plans. To return to your own team, click Back in the upper-left corner.

Using shortcuts

To start an action for a team member directly from the dashboard, proceed as follows:

In the row of the team member, click the icon at the right.
Select one of the following actions:

Create goal, which opens the goal creation drawer over the dashboard. For more information, refer to Creating a goal for a team member.
Give feedback, which opens the feedback page in Passport, with the team member already selected. For more information, refer to Giving feedback.
Request feedback, which opens the feedback request page in Passport, with the team member already selected. For more information, refer to Requesting feedback about my team .
Create check-in, which opens the check-in creation page in Passport for the team member. For more information, refer to Creating check-in.

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The actions you see depend on your organization’s settings.