Accessing a team member's details

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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.

From the Manager Dashboard, you can open a panel with an overview of a direct report's information, similar to their Passport, without leaving the dashboard.

To access your team member's passport view, proceed as follows:

Go to Planner > Manager Dashboard.
Find the team member, for example by entering their name in the Search field.
Click the team member's name. A drawer with the team member's information opens on the right side of the page, as illustrated below:

Team member drawer

Depending on the features enabled for your organization, the drawer contains the following sections:

Team member information: name, photo, job title, work country, and work city. Under General information: organization, email address, and phone number. Click Copy to copy the email address.
Quick actions: shortcuts to Create goal, Create check-in, Give feedback, and Request feedback for the team member.
Goals: the team member's individual goals. There, you can search for a goal and select a Goal plan.
Feedback: the team member's feedback, in the Sent, Shared, and Public tabs.
Check-Ins: the team member's upcoming check-ins.
Behavior wheel: the behaviors the team member has been recognized for.
Overall progress: the team member's progress on their goals.

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You can open the drawer only for your own direct reports. It is not available when you view the direct reports of one of your team members.