Profile
Your Full name, Job title, Department, Phone and About, a few lines telling your team what you focus on. Your Email is shown but locked: it is how you sign in, and an admin changes it. Above the fields, your initials and either your workspace or, if you own it, Workspace Owner.
Save changes is live only when something has changed, and closing the page with unsaved changes asks first. Filling this in is worth a minute: an empty profile makes every screen that mentions you read as a placeholder.
Your role, your level, your manager and the head-of-business title are set for you in Organisation › People & access › People, because a reporting line somebody can change about themselves is not a reporting line.
Work
What your capacity is measured against. The Schedule, Workload and every capacity bar read it, so a planner does not book you on a day you are off.
- Hours a week. Part-time is fewer. Press Save.
- Time off. Choose the dates and the kind (Leave, Sick, Training, Public holiday or Away) and press Add. It shows on the Schedule and comes off your capacity for those days. Remove takes one back off.
- Skills & certifications. What you can do and what you are certified for, which is how a manager finds who can take a job. The Keep yours up to date link opens People › Skills & certifications. That page currently opens only at level 3 and above, so below that your manager records your skills for you.
A manager can record hours and time off for their own people too.
Notifications
How you're reached, three switches:
- In-app: the bell in the top bar and the Inbox.
- Email: sent to your sign-in address.
- Browser push: only on devices where you have allowed it.
Turn a channel off and nothing at all arrives that way.
What reaches you, one switch per module across every channel: Goals & KPIs, Feedback & 1-on-1s, Reviews, Recognition, Check-ins, Development, My team, and Mentions & system notices. Preferences are applied before a notice is written, so turning a module off means nothing piles up, rather than being hidden.
Morning summary email switches the email summary of unread notices on or off. It goes out each weekday at 07:00 UTC. It needs Email on; when Email is off the page says no summary is sent either way.
On this device, kept in this browser only:
- Pop-ups: today's unread notices when you arrive, then each new one as it lands.
- Sound: a soft two-note chime, with Play to hear it.
See Inbox for how notices are routed.
Preferences
- Appearance: Light or Dark. The same switch is in the profile menu. It is remembered in this browser.
- Start week on: Monday or Sunday. It is kept in this browser; the calendars in the workspace do not read it yet.
Security
- Password: Change password opens a short form: your current password, the new one twice, and Update password. Changing it signs your other devices out. If you sign in with Google, there is no password to change here.
- This session: when and as whom you signed in on this device.
- Sign out everywhere: Sign out of all sessions ends every session on every device, this one included, after asking first.
If you have forgotten your password, sign out and use Forgot password? on the sign-in page.
Archive and trash
What you file away or delete is on one screen, Archive & trash, in the profile menu just under Workspace settings, and in More › Yours on a phone.
- Archived lists the objectives, KPIs, projects, documents and workflows that were archived, grouped by kind. They are kept as they were, for as long as you like. Restore puts one back where it was.
- Trash holds deleted records for 30 days. Put back restores one with everything that was attached to it; Delete for good removes it.
Archiving or deleting anything asks you first. Nothing happens until you confirm. Restoring does not ask, because undoing it is one press of the same archive button.
Common questions
Can I change my manager? No. That is set in Organisation › People & access › People, by somebody at level 4.
Who can see my profile? Everybody in the workspace sees your name, title and department. Performance data about you is restricted to you, your manager and the people entitled to read it.
I archived something by mistake. How do I get it back? Open Archive & trash from the profile menu, find it under Archived, and press Restore.
How do I sign out? Sign out at the bottom of the profile menu, or at the bottom of More on a phone.