Manager dashboard
/hcm/team is your home as a manager. Five approval inboxes
across the top show every decision waiting on you (PTO, expenses,
promotions, comp adjustments, accommodations). Eight intelligence
cards below give you a live read of your team — readiness,
retention risk, comp equity, hiring funnel, time-off balance, goal
progress, 1:1 prep state, learning required. A toggle lets you
switch between direct reports only and full subtree scope.
TL;DR — Open HCM → Team. Clear approval inboxes first; they unblock your reports. Then scan intelligence cards for trends. Use the subtree toggle when you need to look beyond your direct reports (e.g. a skip-level decision or a roll-up).
Before you start
- The page renders only if you have at least one direct report in the HCM employee graph. Workspace admins create reporting relationships during onboarding.
- The subtree scope is your full org sub-tree below you. With 20+ reports, performance can rely on aggregates; expand selectively rather than always full-subtree.
Approval inboxes
| Field | What it does | Accepted values / default |
|---|---|---|
| Time-off approvals | Time-off requests from your reports. | Approve / reject inline; see balance + coverage before deciding. |
| Expense approvals | Expense reports. | Approve / reject / partial-approve. Policy violations flagged inline. |
| Comp adjustments | Comp changes you've proposed during a cycle, awaiting HR approval. | Visibility into where your proposals stand. |
| Promotion proposals | Promotions you've proposed; HR finalizes via calibration. | Subject to the cycle's promo cap. |
| Accommodation requests | Workplace-accommodation requests routed to you. | Workspace policy decides what level of detail you see; HR may take the request directly to protect privacy. |
Intelligence cards
| Field | What it does | Accepted values / default |
|---|---|---|
| Readiness snapshot | Each report's career-readiness % to their next level. | Click a row to open their career detail. |
| Retention risk | Composite signal of who's at risk of leaving. | Six weighted drivers; sorted by signal × weight. Open the row to see the contributing factors. Honors privacy — never names a specific reason. |
| Comp equity | How your team's comp compares to peers at similar levels. | Highlights under- and over-paid relative to band midpoint. |
| Hiring funnel | Your open requisitions, candidate stages, time-to-stage. | Cross-links to the recruiting ATS. |
| Time-off forecast | Upcoming PTO that affects coverage. | Calendar view + load chart. |
| Goal progress | Aggregate progress across your team's goals. | Heatmap by goal; click to see individual contributions. |
| 1:1 prep state | Which 1:1 series have empty agendas in the next 24h. | One-click nudge to your report to add prep. |
| Required learning | Which reports have required courses approaching deadline. | Click to see the course list per report. |
Direct reports vs subtree
The toggle at the top of the page switches your scope:
| Field | What it does | Accepted values / default |
|---|---|---|
| Direct (default) | Just your direct reports. | Fast; most common. |
| Subtree | You + everyone below you in the org graph. | Use for roll-ups; can be slow for large subtrees. Approval inboxes still show only the items routed to you. |
Retention-risk model
The retention card composites six drivers into a 0-1 risk score per report. The card sorts by signal × weight; clicking a row shows the TOP contributing drivers in plain language. The model:
- Never names a single cause as decisive. The card always presents the top drivers together, never a single number.
- Anonymises peer comparison. Comp comparisons surface as "below midpoint by X%" not as a name reference.
- Honors data minimization. Only the manager sees their reports' risk — not other managers, not HR by default.
Calibration prep
When a review cycle's calibration window is open, the dashboard adds a Calibration prep card. You draft pre-calibration ratings and notes there; HR finalizes after the calibration session.
Every field, explained
| Field | What it does | Accepted values / default |
|---|---|---|
| Scope toggle | Direct reports or full subtree. | Direct by default. |
| Approval inbox card | Pending decisions routed to you. | Severity-ordered; oldest first within a severity. |
| Intelligence card | Read-only team metric / risk / status. | Click to open the detailed report or per-employee surface. |
| Calibration prep button | Opens the pre-calibration drafting surface. | Only available when the cycle's calibration window is open. |
Common gotchas
- "I don't see a report I expect." Reporting relationships are stored in the HCM employee graph; ask HR to verify.
- "Subtree mode is slow." Large subtrees aggregate many rows; use direct mode unless you need the roll-up.
- "Retention card highlighted someone I just promoted." The model doesn't see your promotion until the comp update flows through; check back in a few days.
- "I want to see HR's view of my team." You see manager-view; HR has a separate analytics surface with workspace-wide aggregates.
Troubleshooting
| Error code | What it means | Fix |
|---|---|---|
MANAGER_NO_REPORTS | You have no direct reports in HCM. | HR creates the reporting relationship. |
MANAGER_SUBTREE_TIMEOUT | Subtree aggregation timed out. | Use direct scope or narrow the time window. |
MANAGER_INBOX_LOAD_FAILED | Inbox couldn't load (transient). | Refresh. |
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