2024 July 22 - New Planner My Leaders option

Owned by Graham Kennedy
Last updated: Jul 21, 2024
2 min read

The following new User Planner feature have been released:

  1. The (optional) ability to for Users (Employees) to see the various Leadership Relationships that have been assigned to them, including email contact information. i.e.

    • Line Managers

    • Team Leaders

    • Mentors

This was requested by a number of Customers and Partners following the introduction of the Mentorship functionality, allowing better Relationship transparency.

The feature is available from the Planner via a new My Leaders Page.

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  • It includes email contact information

  • The Relationship created date will only be populated for relationships created after 20th July 2024

 Instructions

To enable the functionality

There is a new setting under Admin / Manage Features & Settings:

Set = Yes and Save settings

Admin Guide Link: Allow Users to see their Leaders

Planner Guide Link: My Leaders

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