How to use the My team dashboard

Table of Contents

Overview

Health scores

Recommended actions

Moments that matter/Celebrations

Team statuses

Trending with your team

Tips for improving scores

Toggle My team on/off

 

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Overview

My team allows people managers to see at-a-glance how their direct reports are engaging with the intranet based on the following metrics:

  • Logins
    • users logged into the intranet in the last 30 days
  • Viewed content
    • users viewed pages, albums, events, or blog posts in the last 30 days
  • Must reads
    • users have completed active must reads
  • Recognized
    • users have been recognized in the last 45 days (applicable to users with Recognition Suite add-on enabled). Note, managers will also receive a notification when their direct reports have been recognized
  • Profile completeness
    • users have filled out key fields in their profiles
      my team new 1.png

These metrics are then aggregated into the team health score and the direct report health scores, both of which are assigned a status for the manager’s review. 

To access the My team dashboard, go to your user menu, then My team

Health scores

Your team health score is determined by how your entire team scores across the five metrics. Click View health score for in-depth insights on where your team stands on each metric, and possible tips for improvement. Direct report health scores are also derived from the five primary metrics.
my team new 3.png

Recommended actions

The recommended actions are displayed as a list on the dashboard. They are sorted by the impact rectifying those outstanding items will have on the overall health score. Each recommended action includes the:

  • Direct report's name
  • Outstanding item (e.g., completing a must read or "hasn't been recognized in X days")
  • Impact on the team health score
  • Explanation of why the outstanding item is important
  • Nudge button to facilitate the workflow

Nudges

For outstanding items such as must reads, you can click Nudge to bring up an optional string of text to send to your team member via messaging or email. This will have a link in it that the user can click to take them directly to the task that needs completing. 

A nudge option will be surfaced for a direct report if they haven't completed their must reads, haven't seen content in 30 days or haven't logged into the platform in 30 days.

The Recognition nudge will appear for you if the employee has not been recognized in over 30 days. Please note this is only applicable to organizations who have purchased the Simpplr Recognition Suite add-on. Contact your CSM for more info. 

Moments that matter/Celebrationsmy team new 5.png

People managers can also see which direct reports are celebrating certain individual achievements like work anniversaries and birthdays. People managers can congratulate and celebrate achievements with the team.

Team statuses

Both My team and direct report health scores have one of three statuses that reflect the team’s or direct report’s engagement on the intranet: 

  • Active
    • Engagement is high and no further action is needed 
  • Somewhat active
    • Opportunities to increase engagement are available
  • Inactive
    • Review your team’s engagement and take actions increase it


my team new 2.png

For larger teams, you can filter according to specific status to see all team members with that status. 

Note:

Statuses are refreshed automatically every two hours. So if, for example, a user completes their profile after being "Inactive", the status will change to "Active" within two hours of the action.

Survey data

People managers will be able to see their team's survey results in the Surveys section. Note, if there are less than four (4) people on your team, survey results will not shown to protect user anonymity.
My team survey dashboard.png

Trending with your team

A user’s status will help the manager determine what needs to be done to increase their engagement with the intranet. The Trending with your team section recommends highly-viewed content to share with users for increased engagement.
my team new 4.png

Tips for improving scores

  1. Review your My team score metrics and see where you have opportunities to better performance.
  2. Asking direct reports to complete must reads is a great way to increase your team health scores. Completing must reads increases logins, page views, and must read completion percentage.
  3. Asking direct reports to complete their profiles takes a few minutes and permanently increases your score.

Toggle My team on/off

Application managers can toggle My team on/off for their instance by going to Manage > Application > Setup > Privileges. Note, the feature cannot be on for some people managers while being off for others. 

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Comments

10 comments
  • Do managers receive an email for their Team Report each month, similar to the Hub monthly report?

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  • If your company doesn't use "must reads" is there the ability to take that out of the Health Score.

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  • Is there a list of profile fields that determine the Profile Completeness figure?

    On our end, regardless if you complete your entire profile, you're stuck at 75% and "inactive" :( 

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  • How does the manager share popular content with their "team"? Are they able to do this without having to @mention each individual TM?

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  • Hi Angela. If your org has not cerated any must reads, this value in the My Team dashboard should default to "N/A', and therefore not be calculated into the metrics. If however, there have been any must reads created applicable to those in your team, it will be a contributing factor. 

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  • Hey Angela. As of now there isn't a way to bulk share content with team members. They'll need to tag anyone they want to see the content.

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  • Hi Angela. No, the manager will not receive an email with the My Team metrics. These are only available within the app in the My Team dashboard.

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  • I've run a survey (all-purpose type) but our managers can't see their teams results in the My Team dashboard. How does this work? Does it only work with some types of survey?

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  • Hi Chris. This actually sounds like a bug, and should not be happening. Could you submit a ticket to Support so we can take a closer look? In regard to a list of profile fields that need completion, that's actually within your profile. On the right hand side of every profile, there will be a status bar with checkmarks, showing you what's complete and what still needs filling in.

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  • Hi Helen. As of now, only Pulse surveys are pulled in to My team dashboards. Reason being Pulse is our recommended survey type for gathering information on employee sentiment, which aligns with the intended purpose of My team dashboards. All-purpose surveys can be about other topics like collecting information around an event etc., therefore wouldn't always show sentiment or important information in a My team dashboard. I've shared this with our Product team though for consideration in a future release.

     
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