Main Insights Page: Team Leader Features

Insights Page For Team Leaders

Team Leaders* have all the same features that Team Members have on the Insights page, PLUS additional features available to them, with a Team section, and an additional tab in the Calendar section. *(Specifically: users with the 'Set up Team & Queues' feature access option enabled )

Finding & Fixing missing Insight data - Summary 'Cheat Sheet'

To identify missing Insights data quickly, Team Leaders can:

• Look at the Teams section first, click on a user with a red circle (showing they have missing data on that date). Fix their data, then look at the Calendar to see any other 'red' highlighted days where data is missing for that user, and go through each until data is complete.

OR

• Select the Team Calendar first, select a date highlighted in red (showing that at least one team member has missing data). Then select the users from the Team section circled in red and work to fix their data. Cycle through each red date until all missing user data is complete.

Team section

Team Leaders can see their team members in the Teams section.

Clicking on any team member will show their calendar and the Insights Data in the main section for the selected date. They can flip between dates, viewing and if necessary adjusting the Insights data. They also have the following options to adjust that user's data, in the user's calendar displayed:

• View and mark dates as 'On Leave', i.e. vacation days (shown in yellow).

• View and mark dates as a 'non-working day' for that user, e.g. a weekend day or equivalent (shown in purple).

• View dates where their Insights data is currently incomplete for the selected user (date shown in RED).

Dates where they can no longer adjust data are shown greyed out.

Finding missing data: Team Leader should use this view to click on a user with a red circle (showing they have missing data on that date). Fix their data, then look at the Calendar to see any other 'red' highlighted days where data is missing for that user, and go through each until data is complete.

Team Leader Calendar options

Team Leaders have are able to see each of the team member's detailed calendar when they click on them. They also have a Team Calendar tab. This will display in red any day where at least one team member has incomplete Insights data.

Finding missing data: Team Leader should use this Team Calendar to identify each date highlighted in red, the select the users from the Team section who are circled in red, and work to fix their data. Cycle through each red date until all missing user data is complete.

How far back can Team Leaders Add / Edit Insights Data?

• Team Leader can add or Edit Insights data (including setting dates as 'On Leave' or 'Non-Working Day') for up to 31 days in the past, including their own data.