How do I use the Career Insights page as a manager?

Document created by Bridge Doc Team Employee on Jan 31, 2020Last modified by Bridge Doc Team Employee on Apr 3, 2020
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The Insights page provides an overview of users, course completion, 1on1 cadence, and talent review within your team.

Note: Some features may be restricted based on permissions for your user role.

Open Insights Menu

  Open Insights Menu

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

View Insights Page

  View Insights Dashboard

To view Learn data, click the View Learn Data button [1]. To view 1on1 data, click the View 1on1 Data button [2]. To evaluate employee talent, click the View Talent Review button [3].

Note: Depending on your organization's preferences, you may see different cards on the Insights page.

View 1on1 Data

  View 1on1 Data

The 1on1 frequency chart displays how often your employees receive a 1on1. It is organized as a series of rings that correspond to each manager and the manager's direct reports [1].

The employees' 1on1 frequency is an average of the days between completed 1on1s in a given period (12 months). Results are grouped by color which visually paints a full picture and allows comparison at different levels of hierarchy [2].

View Talent Review

  Talent Review

The Talent Review page allows managers to review their employees. Managers can evaluate the state of each team and employee to predict and plan for changes and challenges using a 9-box review tool.  

To filter the talent reviews, click the Filter icon [1]. To export a CSV file, click the Export CSV link [2]. To search for people, enter a name in the Search field [3]. To sort the reviews by 9 Box (Highest), 9 Box (Lowest), Action Plan, or Name A-Z, click the Sort menu [4].

View the 9 Box Review Tool results [5]. In the sidebar, view the reviews for individuals [6]. View the employees who need reviews [7]. To evaluate and review an employee, click the Review button [8].

Filter Employee Reviews

  Talent Review

Managers can filter reviews based on an action plan, key or critical state of each team, promotion potential, 9 box review tool, and the team.

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