Employee Self Service · Daily operations · 6 min read

Follow your team and review probation

See your team, who is in today, document alerts and the team calendar, and send a probation review.

Before you begin

The Manager pages show people who report to you in HR, plus anyone whose leave has been delegated to you. They never show you, other teams or anyone else. A user who manages nobody sees empty pages.

See your team

1. Open Employee Self Service > Manager > My Team.
2. Read the card for each person: status chip, job, number, shift and check-in, leave, open tasks, document alerts and probation end date.
3. Type a name in the search box to filter.
4. Click Assign a task to give someone a task. They are notified.

Check team attendance

1. Open Manager > Team Attendance.
2. Pick the date. The status chips show counts for who is in, late, away or missing a punch.
3. Click a chip to filter the table. Columns are Employee, Shift, In, Out, Worked, Late and Status. A person on leave shows the leave name.

Watch document expiry

Open Manager > Team Documents. Needs attention lists documents expired or expiring within the alert days (default 30) with the days left. Switch to All to see every document. You see the employee, document type, expiry date, days left and status. Document numbers, issue dates and files are never shown to you.

Use the team calendar

Open Manager > Team Calendar and use the arrows to change month. It shows team leave, approved business trips, scheduled training and company holidays.

Review probation

1. Open Manager > Probation Reviews. The list shows team members whose probation is ending: Employee, Probation dates and Days left. Under 15 days shows in red.
2. Click Review.
3. Choose a Rating from 1 to 5.
4. Choose a Recommendation: Confirm, Extend or End employment.
5. Type How did it go?. An empty answer gives 'Say how the probation went.'
6. Click Send to HR.

What happens next

HR is notified, for example 'Probation review: <name> - extend', and the row shows 'extend - 4/5'.

Good to know

• Team Calendar uses the same permission as My Team.
• Your approvals are described in Decide what is waiting for you.