While managers and team leaders can review their team members on the dedicated Team page, there are also options to receive regular email notifications about their team.
These include:
Team leader reports
Topic and pathway notifications
What is the team leader report email?
The team leader report email is a templated notification which managers and team leaders can receive periodically.
The email is sent to subscribing team leaders and includes:
A summary of overdue training for any team members, with a table of team members, training titles, due dates and current progress.
A summary of topics and pathways which are due for completion in the next 45 days.
A summary of topics, pathways and external knowledge which expired in the last 45 days or are going to expire in the next 45 days (in separate tables).
A summary of the manager's existing team members.
The email also includes links back to the recipient's Tribal Habits portal.
Admins can check which team leaders are subscribed to the team leader report using the People Notifications report.
How often is the team leader report email sent?
Managers and team leaders can subscribe to the report on a given frequency.
None
Once a month (on the first day of the month)
Twice a month (on the first and fifteenth day of the month)
Every Monday
Every Tuesday
Every Wednesday
Every Thursday
Every Friday
The team leader report is sent between 6 and 7 am in your organisation's time zone.
How can managers be subscribed to the team leader report email?
There are several ways that managers can be subscribed to these team leader reports.
Profile tab on the Homepage
Managers can subscribe themselves from the Settings panel on the Profile tab of the Homepage.
User profiles in Admin
Admins can subscribe managers and team leaders to these emails on their behalf. To do this, go to Admin → People, select the relevant manager or team leader, then open their Profile page. In the Notifications panel, Admins can edit and set the frequency for this report.
User profiles in the Teams tab
Team leaders can subscribe other team leaders who report to them. This is done from the team member's profile in the Teams tab.
Import People in Admin
Admins can also set the frequency of this report via the Import CSV function. Both the People and People + Enrolments imports support setting this field via the upload. When using the Import CSV function to set this field, select "Team Leader Report Frequency" as the System Field and enter your choice as one of: none, once_a_month, twice_a_month, every_monday, every_tuesday, every_wednesday, every_thursday or every_friday.
Public API
The Public API can also be used to set the frequency of this field for each team leader via the Users endpoint.
Notes:
By default, team leaders are NOT subscribed to the team leader report when they become a team leader for the first time.
By default, team leaders ARE unsubscribed from the team leader report when they are no longer a team leader or are deactivated as a user.
Can managers also receive notifications for specific topics and pathways?
Yes. As well as the team leader report, admins can add managers as recipients to individual topic and pathway notifications, such as enrolment, reminder, overdue and completion emails. This is set up in each topic or pathway’s Notifications tab, not on the manager’s profile. Learn more in How are notifications managed in topics and pathways?