Part of managing others is helping to reduce risk at your organization. If you manage employees, you can help your HR and compliance teams on your Manager Dashboard.
Accessing Your Dashboard
You can access your Manager Dashboard in 2 ways:
(1) Within a document, click the "Manager Dashboard" option from within the MENU of a published document:
(2) From your document dashboard (your "home" view if you have access to multiple documents), click the Manager Dashboard button in the top right under your name:
Using Your Dashboard
All Managers
You can use your dashboard to accomplish the following:
View the personalized versions of your employees' documents (this may allow you to see content that applies to your employee but not to you)
See if an employee has signed all of their document acknowledgement forms
See an employee's signature status on any one document
Send a reminder in bulk to all employees who have something to sign
Send a reminder directly to an individual who has something to sign
Managers of Managers
If you are a manager of managers, you have 3 additional options:
Tell all managers who report up to you about their direct reports who still need to sign.
Remind any particular manager that there are people who directly report to him or her who still need to sign.
Directly notify all of the people who report up to this manager who still need to sign (their direct reports, their direct reports' reports, and so on)
All reminder emails come from pre-written templates, written by the team who manages this system for you, so there is nothing for you to think of or write. Just click the button!