At times it may be necessary to view and record a diary note, training or goal on the record of one of your direct reports. These actions can be completed using the one-click action feature that aims to reduce the time spent clicking through to different screens. Hovering over a profile in the ‘My Team’ section brings up a quick action menu, where you can add a diary note, goal or training directly to their profile. Quickly record the information you need to, then get back to what you were doing. It’s a simple as that!
How to use one-click actions to access direct reports:
1. Hover over a profile in the 'My Team' section.
2. A quick action menu will appear; click on the action menu in the top right to display your action options.
3. Select the action you wish to carry out and you will be taken to the relevant page to complete the action e.g. 'Add a Diary Note' will take you to the diary notes areas in the manager's log.
4. Quickly record the information you need to, then get back to what you were doing.