The Manager Portal is an environment for managers to see the stats of their direct reports and stay up to speed with the Recognitions tab.
Managers can view the recognition and engagement data of their employees, as will as manage a variety of features. These include:
- Access and monitor reporting on Recognize engagement metrics of reporting staff
- Approve or deny tasks for reporting staff
- Approve or deny reward redemptions for their reporting staff
Accessing the Manager Portal
- Once logged in to your Recognize account portal, select the wheel icon in the top right labeled "Menu"
- Select the “Manager Portal” option in the center of the drop-down menu:
Manager Portal Menu Options
- Direct Reports - gives managers a high-level overview of all of their direct reports, and the engagement highlights for each (recognitions received, total redeemable, and the current month totals)
- Recognitions - provides an aggregate view of all recognitions sent by reporting staff, exportable and sortable by month, quarter, year, or custom range
a. Select the time frame you wish to view results for
b. Use the search bar or filter options for more specific results
c. Export your search results to CSV or Excel
d. Click the gear above the results table to choose which attributes you'd like to see included
e. Choose how many results per page you'd like to view
f. Your search results will appear in the table below all of your filter options
- Anniversaries - This section will show you when an employee's work anniversary or birthday occurs
a. Search for a specific employee by name, or search anniversaries by month
b. Export your information via Excel or CSV
c. Click the gear above the results table to choose which attributes you'd like to see included
d. Choose how many results per page you'd like to view
e. Your search results will appear in the table below all of your filter options
- Redemptions - Allows managers to view, and approve or deny, any requested reward redemptions from their direct reports
a. Select the time period you wish to see redemptions for
b. Search for specific employees, rewards, point values, catalogs, or status to get desired results
c. Export your information via Excel or CSV
d. Click the gear above the results table to choose which attributes you'd like to see included
e. Choose how many results per page you'd like to view
f. Your search results will appear in the table below all of your filter options
- Tasks - Allows managers to view, and approve or deny, any open tasks from reporting team members
a. Select the time frame you wish to view results for
b. Use the search bar for more specific results
c. Export your information via Excel or CSV
d. Click the gear above the results table to choose which attributes you'd like to see included
e. Choose how many results per page you'd like to view
f. Total points earned for completing tasks
g. Your search results will appear in the table below all of your filter options
- Documents - Export files and reports will appear here once they have been compiled
a. Select the time frame you wish to view results for
b. Choose how many results per page you'd like to view
c. Use the search bar for more specific results
d. Export your information via Excel or CSV
e. Your search results will appear in the table below all of your filter options
f. Download or Delete documents here