SquiggleHR

My Team

See your team at a glance, keep records of meetings, and set objectives.

Line managersSuperadmins

Your team list

Press My Team at the top. The Team tab lists the people who report to you directly.

Reminders at the top, then each person with their TOIL, holiday left and Bradford score.
Reminders at the top, then each person with their TOIL, holiday left and Bradford score.

Reminders flag three things: probation ending in the next 60 days, right to work expiring in the next 90 days, and work anniversaries in the next 30 days.

Press view to open someone.

One person’s page

Grace’s page. The orange box means a return-to-work meeting has not been recorded since her last sickness.
Grace’s page. The orange box means a return-to-work meeting has not been recorded since her last sickness.

If someone has been off sick and there is no return to work record dated on or after their last sick day, an orange box says so. Press Record return-to-work: it fills in the form below for you.

Recording a meeting

  1. Under Add a record, pick the type: Supervision, 1-2-1, Return to work, Disciplinary, Wellbeing or Other note.
  2. Check the date.
  3. Choose who can know about it: Visible to employee or Manager-only. Picking Disciplinary switches it to Manager-only for you.
  4. Add a title, your notes, and any outcome or actions.
  5. Press Save record.
Meetings & records, with the form to add one underneath.
Meetings & records, with the form to add one underneath.
A return-to-work meeting filled in.
A return-to-work meeting filled in.
Saved. It now heads the list, and the orange reminder goes the next time you open the page.
Saved. It now heads the list, and the orange reminder goes the next time you open the page.

For a Visible to employee record, the person gets an email saying a record was added. Manager-only records send nothing. To change a record press Edit: the form fills in and the button becomes Update record. Delete asks first.

Notes and objectives

  1. Pick Note, Objective or Goal.
  2. Type a title (you must), a due date if there is one, and any detail.
  3. Press Add.
A new objective with a due date. Press Done when it is achieved.
A new objective with a due date. Press Done when it is achieved.

Delete here removes the note straight away, without asking.

Documents and signatures

The Documents box works like My documents: you can open and upload documents for the people you manage. Superadmins and recruiters also see For signature: see Templates and e-signing.

If something goes wrong

If the page says Something went wrong or a red Error: message appears, nothing has been saved. Reload the page and try once more. If it happens again, press Report a problem and copy the message into it.

Something here does not match what you see? Use the Report a problem button in the corner of the HR site and say which guide.