The Manager Portal is an environment where managers can view the statistics, Recognitions, and anniversaries of their direct reports. To view the Manager Portal, you must have at least one direct report within the Recognize platform.
Managers can view the recognition and engagement data of their employees, as well 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 - this gives managers a high-level overview of all of their direct reports, and the engagement highlights for each. These include Recognitions received, the last Recognition received, total redeemable points, the total Recognitions sent within the present month, total points, user status, and any employees who report to a direct report.
- Recognitions - this provides an aggregate view of all Recognitions sent by reporting staff, sortable and exportable 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 - Tasks - this 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. 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
If your organization has an approval process for rewards, you will also see options to view rewards redemptions, view approved rewards, view pending rewards, and view denied rewards.
- The above menus all function the same way, but show different information depending on the menu.
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
If you have any questions, don’t hesitate to reach out to us at support@recognizeapp.com!