The Profile & Snapshot page is a way to quickly access the org chart, performance plan, and previous reviews for yourself or employees whom report to you.
To access the Profile & Snapshot page, click on the Profile & Snapshot tile from the homepage.
On the Bio page, you will see your job information along with an area to add “About” and “Resume” details if you choose. You’ll also see an org chart that shows your reporting hierarchy. If you are a supervisor, the View Team button will allow you to select a team member who directly reports to you and view their Profile & Snapshot page. You can also navigate to other user’s Bio pages by click their name in the reporting hierarchy.
Click the Snapshot tab at the top of the page to easily access your Performance Plan, completed task PDFs, or uploaded documents. If you are a supervisor, you can click the View Team button here to see the same information on this page for any of your direct reports as well.
The documents tile on the Snapshot page will not show any documents attached to individual goals or attachments on performance reviews. Those documents can be found within the goal or task to which those documents are attached.
Additionally, you can view the Profile for any employee on campus through the Search Bar in the upper right corner. Note that you will only see the profile for employees unless they are in your reporting downline. For employees in your reporting downline, you will also be able to view their Snapshot page.
As a supervisor or manager, if you need to view Performance Plans or Performance Review Tasks for indirect reports, we recommend using the search option to find the employee and then accessing their Plan or Task via the Snapshot.
