How to View and Navigate the Employee Profile as a Manager
How to access the employee profile from the perspective of a Manager or an Admin. Here you can access the employee’s 1-to-1s, development plans, goals, learnings and training, kudos and notes & attachments.
- Log into the Employee’s Profile.
- Access to all performance. training, recognition and notes & attachments.
- How to use the notes & attachments.
- Accessing the employee profile from manager / admin authority. Click People & Skills Finder from the menu and select the employee you want to view.
![AA](https://explore.prosperex.com.au/wp-content/uploads/2024/06/AA.png)
2. To access the employees 1-to-1s, development plans, goals, learning and training topics, recognition history and notes & attachments navigate using the menu bar located at the top of the screen.
![profile HC](https://explore.prosperex.com.au/wp-content/uploads/2024/06/profile-HC-1024x526.png)
3.1 Select the Notes & Attachments option from the menu bar and select either notes or attachments.
![8 notes](https://explore.prosperex.com.au/wp-content/uploads/2024/06/8-notes-1024x433.png)
3.2 Adding a new note. Click ‘+ NEW NOTE’ and the data fields will open as below.
3.3 Populate the title field and add the note content in the field named ‘Note’. You can add a file by selecting ‘choose File’. You can add an expiry date if required and set a notification message by clicking on the notification icon.
![DD notes](https://explore.prosperex.com.au/wp-content/uploads/2024/06/DD-notes-1024x416.png)
3.4 Select the notification icon to set the days before the expiry date you wish to be notified. Type in the days field and click on the recipient of this notification.
![EE notes expiry](https://explore.prosperex.com.au/wp-content/uploads/2024/06/EE-notes-expiry-1024x334.png)
3.5 Click ‘Save note’. Follow the same process for Attachments.