If admins have given the necessary permissions, managers can customize Updates settings for their team.
Before you start
- Managers must turn on Updates for their direct reports to customize settings.
- 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.
- Once an employee's individual settings have been set, adjusting team settings will not impact the individual's setup or questions.
- 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.
Customize Update settings for an individual
- Navigate to the People page.
- Under the My team section within the navigation bar, select the direct report's name to enter their profile.
- Navigate to the Updates > View Update settings.
- Within the Updates dropdown, select Custom settings.
- Make the desired edits:
- Clid Edit questions to edit, add, remove, or adjust the order of questions
- Adjust the frequency, day, and time the Update reminders will go out
- Click Save.
Customize Update settings for your team
- Navigate to People > My team > Updates > Settings.
- Under the Updates settings section, select Custom team settings from the dropdown menu.
- Make the desired edits:
- Enable Updates for all direct reports on your team
- Edit, add, remove, or adjust the order of questions
- Update the reminder schedule frequency, day, and time.
- Click Save changes.