Snapshot

The snapshot provides quick insights into team member engagement, organized around five key habits: care, communication, oneness, ownership, and mentorship.

In this article:

• Finding the Snapshot
• Using Snapshot
  • Color codes
  • Filter
  • Navigating
  • Turning on/off a snapshot
• Changing your home screen

Finding the Snapshot

To find your own Snapshot, in the main menu click on your name > select My Snapshot.

To find your direct reports' snapshots, in the main menu click on My Team > and select a team member.

Using Snapshot

Color codes

• Each card indicates how well a topic is being managed, it can either be green, yellow, or red. To see the metrics for each card, you can click on the information icon.
• Gray cards are inactive or have been turned off

Filter

• The filter is located at the upper left of your snapshot.
• You can choose to display only active cards (those in green, yellow, or red) or show all cards, including inactive ones (Gray).

Navigating

Each card links you to important information about the team member. Click on the title of the card to open it.

Turning on/off a snapshot

Some snapshots are disabled (gray) until the system setting for that area is turned on. For example, one-on-one meetings is disabled until a one-on-one meeting with the team member is set up.

For others, the snapshot can be turned on and off without affecting underlying system settings. This grays out the card for the snapshot view.

Changing your home screen

By default, when you click the home icon, the system will now take you to your snapshot.

Similarly, if you are a team leader, navigating from My Team you will now be taken to their snapshot.

If you prefer your plan, or another page to be your home screen, you can change it.

Navigate to the screen you want to set as your home screen > open that in the main window > open the main menu > select Favorites > and click Set As Home Page.