Overview
The Reportees Overview centralizes all essential information about your team’s performance, meetings, and notes. With the Tree Navigator and the redesigned 1:1 Meeting experience, managers can easily explore reporting lines, review insights, and take action in one unified view.
When and why it should be used
- Get a clear snapshot of your reportees — their progress, meetings, and notes.
- Save time by avoiding multiple tabs or pages.
- Streamline communication and ensure follow-ups happen faster.
- Maintain visibility while respecting privacy with flexible transcript controls.
How to use
- Go to Team → Talent Meetings → Reportees Overview
You’ll see all your direct and indirect reportees displayed in a structured view -
Navigate using the Tree Navigator
- Expand or collapse your reporting line to explore meetings across all levels
- Use filters to focus on specific reportees, meeting types, or time periods
- Click on any reportee to view their 1:1 meetings, feedback, and past notes
- The refreshed Notes Text Editor lets you format notes, autosaves your work, and offers AI assistance for summaries or next-step suggestions
- Set up your meeting → Use the redesigned Prejoin Screen to check your camera, microphone, and settings before entering the call
- View and manage meetings → Click on any reportee to view their 1:1 meetings, feedback, and past notes.
Use quick actions to join calls, copy links, or start new meetings directly.
Decide whether to enable or disable the meeting transcript.
Tips and Best Practices
- Use filters strategically: Focus on specific teams or meeting types to avoid information overload.
- Leverage AI assistance: Generate summaries or identify discussion points after each 1:1.
- Maintain confidentiality: Disable transcripts for sensitive conversations when necessary.
- Keep notes organized: Use consistent headings or tags within the Notes Editor to track themes over time.
Troubleshooting
Can’t see your reportees?
Ensure that your reporting line is correctly configured under Company Settings → Org Chart.
Notes aren’t saving?
Check your internet connection. Notes autosave locally, but syncing requires a stable connection.
Transcript didn’t capture all speakers?
Hybrid transcripts work best when participants join using their assigned meeting links and enable microphone permissions.
FAQ
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Can I access previous 1:1 meeting notes?
Yes. All past notes are available within each reportee’s meeting history in the Reportees Overview.
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Are transcripts enabled by default?
Yes, but you can disable them for any meeting using the toggle on the prejoin screen.