Supv - Team Tab

[Travis-A-Clark]

As a supervisor, I want a tab that allows me to monitor, access, and interact with my employees' profiles.

This page will have two sections: an actions section up top and a dashboard section below (see dashboard examples in comments section below).

The actions section will have functions to:

• Add Goal to Banky
• Share My Goals

These are just action buttons that launch pop ups similar to what employees use for creating new goals and scheduling conversations. Will add separate ZenHub cards for each pop-up. Then beneath those action items, we have the summary dashboard.

Dashboard headings should include:

• Employee name; clickable to go to employee profile home page
• Active goals (# of active goals); clickable to go to employee profile current goals page
• Upcoming conversation (date and topic of upcoming conversation); clickable to go to conversation template
• Last conversation (date and topic of last conversation); clickable to go to conversation template
• Shared (Yes or No); clickable for more info (will create separate ZenHub card for expanded info)
• Excused (Yes or No); clickable for more info (will create separate ZenHub card for expanded info)

[Travis-A-Clark]

This is the current view for supervisors. This is the team of direct reports. Anyone with a "+" beside their name has additional employees reporting to them so the supervisor can drill down into lower levels of the organization if they want. You can see here the concept of shared employees (i.e. the supervisor has decided to allow other people to provide comments and input into the employee's profile) and excused employees (i.e. the supervisor has decided to excuse the employee from the performance process because the employee is unavailable or doesn't meet the eligibility requirements).

[Travis-A-Clark]

This is a concept for the type of dashboard we want for the new product. Not sure yet about what type of summary stats we can provide, so don't worry about that just yet. As mentioned in Epic description, we will also want an area above this dashboard for action items (Add Goal to Library, etc).