This guide is your go-to Breathe manual. It will walk you through what you can see and do within your account as a line manager.

Dashboards

Manager dashboard

Your manager dashboard is specific to you and your team. It shows all of your upcoming events and any tasks that need completing:

You can manage most requests and tasks directly from this page by selecting the arrow icon next to them. This could be a leave request or one-to-one request.

Your dashboard will also notify you of important things that are coming up in the next week, such as birthdays and probation reviews.

My dashboard

The next part of the dashboard is the My dashboard area. Here, you can make requests and submit information relevant to you.

This is where you’d go to request leave, update your location, read a document, and more. Take a look around and get familiar with your dashboard:

Your profile

Your profile is where all of your information is stored:

This includes:

  • All profile details

  • Leave booked, taken and available

  • Learn (if enabled by your business)

  • Performance

  • The More tab

You’ll also notice the Personal tab – your personal details (salary, sensitive info, etc.) are stored securely here. Don’t worry – this can only be seen by you and the HR/admin users within your account.

While you’re here, head over to the Email notifications tab and make sure your email notifications are switched on. This will ensure you’re kept in the loop and receive any updates or requests from your team. These will show on your dashboard too, of course.

The Company tab

The Company tab holds all your organisation-specific information, including:

The Reports tab

Line managers can access certain reports for their employees depending on what permission you set. Below is a list of reports Line Managers can access if you have set them to view all details in Line Manager Permissions:

You can turn off views by accessing Configure > Settings > Change what Line Managers can see and do.

The Calendar tab

Your calendar provides a useful overview of any events that are coming up, such as leave booked, or one-to-ones.

You’ll see information for the whole of your organisation by default; you can adjust your filters to show data for just your team:

You may notice that not all of your people appear on the calendar at any one time. The Breathe calendar likes to keep things simple and uncluttered – it only shows people who have an event booked within Breathe or have been off sick. If your person has nothing booked within the period shown, they won’t appear on your calendar.

Our top tips: Request leave directly from the calendar page by clicking the + button at the top right.

The People tab

To view the people you look after as a line manager, head over to People > My People.

If you manage another line manager, you can see their people too, but this depends on your account settings and whether you’re using the two-tier management structure that’s available. These settings are determined by your HR user(s).

Leave

You can easily view your team's leave activities individually by accessing the Leave tab:

Performance

Does managing your team’s performance sit at the top of your list? Good news: the Breathe performance module can help. Stay on top of one-to-ones, performance reviews and objectives all in one place with this handy – and popular – tool:

  • One-to-ones

One-to-one meetings can be booked within Breathe to check in with your people on a regular basis. These could take the form of yearly/half yearly performance reviews, monthly check-ins, probation reviews and more.

To add a new one-to-one, navigate to your employee’s profile and head over to Performance > One to ones and click the + button. The person will then receive an email to let them know about their upcoming one-to-one.

  • Objectives

Assign your team projects and tasks using the Objectives tab. You can keep track on their progress by scheduling regular one-to-ones.

You can also link the one-to-one to the associated objective, and upload any supporting documents to the objective to keep things in one place.

Throughout the journey, mark the objective with a percentage to reflect their progress.

  • Deliverables

Make projects more manageable with the deliverables function.

Deliverables allow you to organise tasks and break objectives down into bite-size chunks for your people to work through.

You can link deliverables to the associated objectives to keep things simple and centralised.

Kudos

Spread good vibes around your team with the kudos tool.

Show your appreciation for an individual or your entire team, shout about a job well done or simply say “thank you” for going the extra mile.

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