The homepage provides you with an overview of everything you need to know about your annual or 1-1 meetings, career and development. Your tasks and next steps allow you to get started right away with preparing for or following up on your meetings.
At the top of the page, you will see a number of cards with information about, and a shortcut to:
Your insights inbox
Any upcoming evaluations
The next scheduled one-on-one meeting
Pending next steps/action points
Tasks
On your home screen, you will find all tasks that you as a Learned user can work on. Tasks arise from different modules in the platform. So you can expect tasks as shown below:
Tasks for a (development) conversation or review:
For you as an employee:
Writing a self-review
Asking peers for input (direct colleagues)
Completing your conversation
For you as a coach:
Giving input/writing a review about your team members
For you as a peer:
Giving input to one of your direct colleagues (peers)
Other tasks (depending on company settings):
Tasks to update your goals
Tasks to complete a Survey
Goals
You can see the goals you have previously set or that have been assigned to you directly on the home page. View the status of the goal or adjust the status by clicking on the goal.
By clicking on the arrow at the top right of this section, you can navigate directly to the goals module for a complete overview of your goals.
By clicking on the “+” icon, you can immediately create a new goal for yourself.
More information about creating a goal can be found in this article.
Insights inbox
See if there are any insights available for you to view and how many there are. These are insights that are automatically generated based on goal updates or published summaries of 1-1 conversations or reviews. You may also see insights here that you have forwarded to Learned from your email.
Click on the arrow to view the insights directly, make any necessary adjustments, and then approve them.
Read this article for more information about insights.
Next review
Under “Next review”, you will find your next review conversation. Clicking on it will take you to the meeting report, where you can prepare yourself using the tasks from the task list.
Next 1-1
See if, how many, and which one-on-one meetings are scheduled. Click on the arrow to go directly to the relevant meeting. Want to know more about one-on-ones? Read this article for more information.
Next steps
These are action points that arise from a (1-1) meeting or evaluation. The home screen shows whether you have any Next Steps open and, if so, how many. Click on them to go to your overview page with your Next Steps. You can easily tick off the tasks (in bulk) once you have completed them.
Current job(s)
Your home page also displays the job(s) associated with you as a user. Click on this to view your current job(s) and their content.
My coach(es) / Manager(s)
The homepage indicates who your coach is. In most cases, this will be a manager/supervisor/team lead. Your coach will be the designated person to provide you with input for the upcoming reviews.
My team(s) - Coach only
If you are a coach for a team in your company environment, the homepage will also show which team you are leading. Click on “My team” to access your team environment. Want to know more about the team environment? Read this article.