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Connect Questionnaire - Manager's Perspective

1. Manager's Dashboard

  • On the Manager’s Dashboard, an additional tab can be found for the Connect Questionnaire
Figure 39: Manager's Dashboard - Connect Questionnaire
  • The following statuses is available:
    • Not Started
    • Started
    • Meeting Requests
    • Meeting in Progress
    • Finalised

2. View Employee's Connect Questionnaire

  • On the Meeting Requests tab, the manager clicks on Action | View Connect Questionnaire
Figure 40: View Connect Questionnaire
  • The manager can prepare the Connect Questionnaire by Printing it
  • The Connect Questionnaire conversation should take place while the employee is with his manager
Figure 41: Confirmation

3. Finalise an Employee's Connect Questionnaire

  • Once the manager went through the Connect Questionnaire with the employee, he can Finalise
Figure 42: Finalise Connect Questionnaire
  • Once the Manager selects Finalise, the following confirmation message displays
Figure 43: Finalise Connect Questionnaire

4. View Summary

  • The manager will be taken to the Summary page
  • The Connect Questionnaire can be printed so that the Action plan can be updated more easily
  • After printing the Connect Questionnaire, go to the Action Plan
Figure 44: View Summary after Finalisation
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