Employee Portal
Manager View
Approve leave, monitor team requests, and plan coverage from the portal. Jordan Lee manages Sophie's team without switching to admin mode.
Real-world scenario
Sophie Park · Software Engineer at Bluewave Labs
Sophie is not a manager herself, but her lead Jordan uses Manager View daily: he approved her Friday PTO, noticed her laptop ticket is still open, and saw she checked in Remote before standup.
Before you begin
- Employee portal access with at least one direct report in the directory
- Manager relationship set on employee profiles by people ops
Overview
Manager View, Employee Portal → Team Management, is for people leaders who need to approve leave and monitor team activity without full admin access. Jordan sees direct reports only; skip-level managers use the same view for their own teams.
Capabilities
- 1
Open Employee Portal → Team Management
Only people with direct reports see this tab. Individual contributors land on the standard portal.
- 2
Review pending leave requests
Approve or reject with one click. Rejected requests return to the employee with your optional note.
- 3
Check team service requests
See open IT tickets your reports filed, useful when someone is blocked waiting on access.
- 4
Scan check-in and calendar summaries
Plan standups and on-call coverage without asking everyone in Slack.
- 5
Jump to DEX manager insights when needed
Survey-specific analytics live in the admin DEX product for formal engagement programs.
- Approve or reject leave requests
- View team service request status
- See team check-in and calendar summaries
- Link to DEX manager insights for survey programs
Jordan's Tuesday Team Management snapshot
- Pending leave: 1. Sophie Park, Fri Jun 13 (PTO)
- Open IT requests: 1. Sophie, laptop replacement AT-1042
- Check-ins today: 4/5 remote or office (1 not yet submitted)
- On PTO this week: None after Sophie's request is approved
Not seeing Team Management?
DEX manager dashboard
For survey-specific team analytics, response rates, sentiment trends, deployment results, open the DEX Manager Dashboard in the admin DEX product. Manager View handles day-to-day people operations; DEX manager handles formal engagement programs.
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