How do I add events to employee timelines in Bridge Perform as an admin?

Document created by Bridge Doc Team Employee on Oct 19, 2018Last modified by Bridge Doc Team Employee on May 10, 2019
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As an admin, you can add human resource (HR) events to an employee’s timeline.

Open Application Switcher Menu

  Open Admin Page

In the Global Navigation menu, click the Application Switcher icon [1], then click the Admin option [2].

Open Timeline Settings

Open Timeline Settings

Click the Account Management link [1], then click the Timeline link [2]. 

View Employees

  View Employees

In the Search field [1], type an employee's name and then press the Enter or Return key on your keyboard. Click the employee's name [2].

Add Event to Timeline

  Add Event to Timeline

To add an HR event, click the Add to Timeline button [1].

To view the employee's timeline, click the View [employee name] timeline link [2].

To return to the admin page, click the Back link [3].

Create Event

  Create Event

Add an HR Event Title [1], HR Event Description [2], and date of event [3].

In the Viewable by drop-down menu [4], select the visibility option (Admins, Admins & Managers, or Admins, Manager, & Employee).

To add an attachment to the HR event, click the Add Document link [5].

Add Attachment

Add Attachment

To upload an attachment, you can drag and drop the file in Perform [1].

To select a file to upload, click the choose a file link [2], locate and select the file on your computer, and click the Choose or Open button.

Save Event

  Save Event

To save the HR event, click the Done button.

Note: Depending on the event's visibility, the event may not be seen by the employee.

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