We are excited to announce the new Home Dashboard in Leapsome! This enhanced feature will give you a centralized view of important information and tasks within the Leapsome platform.
Key Features
- A checklist of Pending Tasks: The Home Dashboard will display a clear overview of your upcoming tasks and deadlines, allowing you to stay organized and prioritize your work effectively.
- Quick Actions: Take action directly from the Home Dashboard. With the quick action ‘Create’ button in the top right corner, you can provide and request feedback, send an anonymous suggestion, set new goals, create a meeting, for admins: launch a survey or a review cycle without navigating through various platform sections.
- Single View of Important Information: Get a quick overview of your meetings, tasks and notifications.
- Company announcements: An announcements tab will ensure that all employees receive important updates and announcements on their home dashboards.
- Birthdays/Work anniversaries/New joiners: If enabled in admin settings, you will see an overview of your colleagues' upcoming birthdays, work anniversaries and/or new joiners.
- [For Managers] Team Overview: Get a snapshot of your team's performance, goal progress and engagement with the Team Overview Dashboard. Stay up to date with important team updates, celebrations, and milestones.
- [For Managers] Access to Direct Reports' Profiles: Managers can jump to the profiles of their direct reports to get a quick overview of performance and personal information.
Getting Started
- Accessing the Home Dashboard: To access the Home Dashboard, simply log in to your Leapsome account or click on the 'Home' tab in the navigation menu.
- Managing Tasks and Actions: Use the 'Your checklist' > 'Tasks' section to view and manage your upcoming tasks. Click on a task to open its details and take necessary actions, such as completing the task or providing feedback. As a manager, you can utilize the 'Approvals' section to approve pending goals or compensation tasks.
- Have an overview of all the notifications under the bell icon at the top of your page.
- Access your profile information and make any necessary changes to it by clicking the button 'Your profile' on the right-hand side of the screen.
- You can access all of your 'Past reviews' to view the Review cycles in which you participated and have already completed.
Approvals dashboard
If you are a manager, you will find a separate section on your Home Dashboard titled 'Approvals'. In here, you will find all the non-private goals of your team members that need to be reviewed and approved by you. You can also expand the view by clicking on the expansion icon 'All task and approval items'.
The expanded view will allow you to see all of your pending tasks and approvals. You can filter your tasks by 'Task Status': 'Pending' or 'Recently completed'.
The approvals dashboard can be filtered by:
- User approval status ('Pending', 'Approved' or 'Rejected')
- Overall approval status ('Pending', 'Approved' or 'Rejected')
- Requester
- Approver
You can also approve or reject goals in bulk by selecting the checkbox on the left side of the task.