My Team Panel

This panel provides a complete view of the team using the My Team Status Assistant. It displays all direct reports for the manager and assigns a coaching classification to each report.

The workflow evaluates each person using a waterfall of rules. The first matching rule wins, and lower rules are not considered for that employee.

Source	Lookback Period	Used for...
Team Sync Check-Ins	Past 14 days	Highest priority blockers, unresolved risks, and ask for help
Check-Ins	Past 30 days	Frustration, disengagement, repeated unresolved concerns, low morale, or an active issue harming progress
Performance goals and development goals	Past 90 days	Overdue, at-risk and missed or stale goal
Feedback (Requested and Anytime)	Past 90 days	Constructive or corrective feedback that requires manager follow-up
Recognition	Past 1 year	Stronger performance but no recognition given in last one year
Recognition	Latest available evaluation document in the past 2 years	Positive stretch opportunity when maximum rating is obtained by the employee

The information collected from the sources is prioritized as follows:

Priority	An employee match occurs when…	Badge
P0 Status blocker	A team sync status update in the last 14 days has an active blocker, unresolved risk or dependency, or an explicit ask for help	Needs Support
P1 check-in concern	Check-ins during the past 30 days show frustration, disengagement, repeated unresolved concern, low morale, or harm to progress	Needs Support
P1 goal risk	A goal in the past 90 days is: Overdue: Goals incomplete and target completion date has passed At-risk: High priority or marked incomplete and due in a week, and completion is less than fifty percent Missed or stale: Marked incomplete and due within next two months, and last updated is more than 30 days ago	Needs Support
P1 feedback follow-up	Feedback in the past 90 days requires follow-up on behavior or development feedback	Needs Support
P2 recognition gap	Evidence is positive, but there has been no recognition in the last one year	No badge displayed
No issue	No rule matches. If the latest evaluation has the maximum rating and indicates advancement interest or readiness, a stretch opportunity statement may appear.	No badge displayed

Employees are displayed in order of matched priority, rule rank, and employee name. The row summary uses the winning evidence from the winning rule.