Team Sync Tab
You use the Team Sync tab to effectively manage your teams by reviewing the status updates and check-in summary of your team through the Team Sync Agent. This enables you to track progress, identify challenges, and provide proactive solutions to address these challenges.
You can create Team Sync check-in documents to collect status updates from your team by adding simple questions. You can also schedule recurring Team Sync check-ins for your team using the Schedule Team Check-In button on the Employees dashboard. Team Sync Agent scans these check-in documents and generates concise, well-structured summaries focused on team members' recent achievements and encountered challenges. With these details, you can:
- Track overall team progress and individual contributions more easily.
- Identify challenges faced by the team and by specific members.
- Respond proactively by developing targeted solutions to address these challenges.
Managers can use a dedicated team sync check-in template to collect updates about ongoing work and workplace issues. This check-in is intended for recurring work discussions. Discussion topics from ordinary Touchpoints check-ins are not carried into Team Sync discussions.
By providing regular, actionable insights, Team Sync Agent empowers you to support your teams more effectively and drive continuous improvement. It collects and summarizes the check-in data into a concise view on the Team Sync page. You can view this summary by clicking the Generate button on the Team Sync page. The agent helps you to gather:
- Overall summary of your team and a summary for each employee.
- Team and individual sentiment.
- Employees requiring your attention.
On the Team Sync page, click a team member in the left pane to opens a detailed summary of the team member. Click the Update Criteria button to generate a team summary for the given check-in template and check-ins created in the period using that template.
What the Summary Includes
THe summary generated by the agent includes check-in documents, employee and manager questionnaire responses and conversation summary. The generated summary depends on the configured lookback period, which can be configured through a page property. This period defaults to 14 days and can be up to 365 days, ending today.