1. How can managers use Touchpoints?
  2. Employees Page

Employees Page

The Employees page displays the Upcoming check-ins, Overdue check-ins, and Low pulse score sections.

The Upcoming check-ins, Overdue check-ins, and Low pulse score sections display the first three employees who match the criteria in these sections. To view the remaining employees, click the See more link. This takes you to the Employees page with the filter corresponding to the section automatically applied. Here, you can see the full list of employees who match the filter criteria. For example, when you click the See more link in the Upcoming check-ins section, the Employees page is displayed with the Upcoming check-ins filter automatically applied.

You can also directly click the Employees tab to view the Employees page, but no filters are applied in this case.

The list of employees that appears on the Employees page pertains to the manager who's currently selected on the Summary page. You can see indirect reports' data also here.

For each employee, these details are displayed:

  • The role name related to the assignment. If an employee has multiple assignments, their name is repeated for each assignment, along with a different role name.
  • The latest pulse score of the survey selected on the Summary page. The pulse score is defined and calculated through the scoring option set on the survey questionnaire.
  • A 7-day trend next to the score.

You can use the Switch Team button on the Employees page to view the employee data for a different manager who's in your reporting hierarchy (could be a direct or indirect manager). Note that the data on the Summary page will pertain to the manager already selected on that page. It won't change according to the manager you selected on the Employees page.

Note: A matrix manager can switch to a dotted-line report's team. If this report happens to be a matrix manager, data related to engagement metrics, pulse scores, and check-in statuses is displayed for that team as well. A manager can drill down to the furthest level in the matrix or direct line hierarchy. The organization hierarchy is displayed as breadcrumbs on the Switch team panel.

You can use the Sort By option on the Employees page to sort the list based on the ascending or descending order of employee names, highest or lowest pulse scores, or upcoming or furthest check-ins.