Turn on Updates for your Team

Managers can use the Updates tool to get weekly insight on their direct reports. If your organization allows, managers can further customize by adjusting update settings and creating questions that you can apply on a team-wide or an individual level. 

Before you start

• Admins must give managers permission to adjust Update team or individual settings before they can customize questions or reminder cadences. 
• Any changes made to update questions are reflected in the current week's updates for those who have not saved a draft or published their update yet.
• Reminders will be sent out at the selected time in each employee’s set time zone. If no time zone is set, it will default to the company’s set timezone.

This article covers the following topics: 

• Turning On/Off Updates for Your Direct Reports 
• Customizing on a Team Level 
• Customizing on an Individual Level

1. Navigate to the People page. 
2. Under the My team section within the navigation bar, select the direct report's name to enter their profile.
3. Navigate to the Updates > Turn on Updates for [direct report].
4. Toggle the Updates OFF button to Updates ON. 
5. (Optional) Customize the Update settings for the individual direct report by selecting Custom settings from the Updates dropdown:
   • Edit the questions for the update
   • Adjust the frequency, day, and time for update reminders
6. Click Save.

Set up Updates for the team

1. Navigate to People > My team > Updates > Settings. 
2. Toggle on Enable Updates for all direct reports.
3. (Optional) Customize the Update settings for the individual direct report by selecting Custom settings from the Updates dropdown:
   • Add, edit, remove, or move around the questions for the update
   • Adjust the frequency, day, and time for update reminders (weekly, biweekly, monthly, quarterly)
4. Click Save changes.