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      Employee Snapshot

      The Employee Snapshot displays a summary of a user's recent activity within Quantum Workplace, i.e. 1-on-1s, Feedback conversations, Goal progress, etc. 

      Last Updated: December 5, 2024

      In this article: 

       

      Overview

      The Employee Snapshot provides details about the user, such as their role, manager, and demographics. Additionally, the recent feature activity, i.e. recent Recognition, Goal progress, etc. are organized in the Employee Snapshot by feature.

      Managers can use the Employee Snapshot to add private notes, which are visible only to the note's creator, learn more about Private Notes.

      Requirements

      • Available to all Quantum Workplace users

      Employee Snapshot Visibility

      All Quantum Workplace users can view their own Employee Snapshot.

      Managers can view their own Employee Snapshots, as well as those of their direct reports and any employee in their downline. 

      Full admin users can view any user's Snapshot.

      Access the Employee Snapshot

      Access Your Employee Snapshot

      To access your Snapshot: 

      1. From the Quantum Workplace homepage, click the camera icon on your Profile Card to access your Employee Snapshot

      Access a Direct Report's Employee Snapshot

      As a manager, to access a direct report's Snapshot:

      1. From the Quantum Workplace homepage, click on a direct report to expand their profile card
      2. Click the camera icon to access their Employee Snapshot

      Access a Colleague's Employee Snapshot

      As a manager or an admin, to access a user's Snapshot: 

      1. From the Quantum Workplace homepage, use the search icon in the top-right to search for the colleague
      2. Click the user to navigate to their profile
      3. Click [Employee]'s Snapshot in the top-right

      Navigate the Employee Snapshot

      To navigate the Employee Snapshot:

      • A. Feature Drop-Down: Click and expand the drop-down to select the feature and its recent activity
      • B. Private Notes: Organizes your private notes for the user, only viewable to yourself, learn more
      • C. Activity Range: Indicates the active time range for the displayed activity; click and expand the drop-down to select from pre-set or custom time ranges

      Recognition Activity

      View Recognition given and received, and a visual of Recognition over time for the indicated time range.

      To navigate the Recognition tab of the Employee Snapshot:

      • A. Recognition Feed: Lists Recognition posts associated with the user
      • B. Recognition Activity: Visualizes Recognition activity over time associated with the user

      Goals Activity

      View goals and individual progress for each goal associated with the user.

      To navigate the Goals tab of the Employee Snapshot:

      • A. Goal Progress: Lists the goals, Goal Owner, details, and overall progress for goals associated with the user; click and expand Show More to toggle goal details
        • Toggle Key Results to show/hide the goal's Key Result(s) and its progress
        • Toggle Goal Updates to show/hide recent goal activity for each goal, i.e. updates, comments, etc.
      • B. Overall Goal Progress: Aggregates the total number of associated goals and overall progress for all of the user's goals

      Feedback Activity

      View feedback the user received in recent Feedback cycles.

      To navigate the Feedback tab of the Employee Snapshot:

      • A. Feedback Cycle: Lists Feedback cycles associated with the user; click and expand a Feedback cycle to view the user's collected feedback
      • B. View Feedback: Click View to navigate and view the complete Feedback results

      1-on-1s Activity 

      View 1-on-1 cycles and the responses of each participant.

      To navigate the 1-on-1s tab of the Employee Snapshot:

      • A. 1-on-1 Cycle: Lists 1-on-1 cycles associated with the user; click and expand a 1-on-1 cycle to view the participants' responses
        • The status of each participant is also listed, i.e. Not Started, Started, Shared, and Finalized
      • B. View 1-on-1: Click View to navigate and view the complete 1-on-1 conversation

      Performance Reviews Activity

      View Performance Review cycles associated with the user.

      To navigate the Reviews tab of the Employee Snapshot:

      • A. Reviews Cycle: Lists Performance Review cycles associated with the user
        • The status of each participant is also listed, i.e. Not Started, Started, Shared, and Finalized
      • B. View Reviews: Click View to navigate and view the complete Reviews conversation