The Positive Engagement tab surfaces employees showing positive engagement signals. Use the filters All, Unaddressed, Needs Updates, and Closed to navigate engagement cases effectively.

Use the Request button from the Home page to open the workflow window and choose the relevant tab to view or act on items.

Who can Access Positive Engagement?

1. Any user role with the required permissions to access Request and assign Request view. Administrators can configure custom roles with these permissions.
2. Anyone can access Request in the current section if they have the access to view it.

1. From the Home page, In left-hand sidebar there is a request option.

   

2. Click the Request button to open the Request window.

   

3. Within the Request window use the top navigation to switch between: Breaks Requests Status, Burnout Employees, Positive Engagement, and Underperforming Employees.
4. Navigate to Positive Engagement.

   

This tab surfaces employees showing positive engagement signals. Use the same filters: All / Unaddressed / Needs Updates / Closed.

List Columns

• Resource Name
• Detected On — date the engagement signal was detected
• Engagement Score — numeric or categorical score (e.g., 3 - High)
• Actions — Message (to add meeting summary) and View (AI analysis)
• Status — e.g., Acknowledged, Meeting Scheduled, Closed

Examples

• Aaron Wright — Aug 16, 2025 — 3 (High) — Actions: Message / View — Status: Meeting with HR scheduled
• Amber Green — Aug 02, 2025 — 3 (High) — Actions: Message / View — Status: Meeting summary updated by HR

This tab lists employees identified as underperforming along with contextual details to support manager review and corrective action.

List Columns

• Resource Name
• Manager
• Progress — textual or percent (e.g., Consistently down)
• Identified On — detection date
• Trend — e.g., Consistently down, Improving
• Projects — list of associated projects (show first two with "+ more")
• Status — e.g., Meeting Conducted - Performance Under Observation
• Modified On — last updated timestamp

Actions include:

• Message (Schedule meeting) icon — opens the one-on-one meeting summary form to capture discussion points, next meeting date, concerns, observations and development focus; then submit or cancel.

  

• View (eye) icon — opens the AI analysis report for that resource (see Modal / Action Details below).

  

• Respect privacy: Share AI findings and reports only with authorized HR and managers.
• Human review required: AI provides recommendations — always validate and follow HR policies.
• Timely follow-up: Use the Message modal to record meeting outcomes and next steps.
• Document actions: Keep meeting notes, survey responses, and agreed action plans in the case record.
• Frequency: For moderate or high-risk cases, schedule regular check-ins (weekly or bi-weekly) until improvement is observed.

Note: All decisions based on these workflows must comply with company HR policies and local laws. AI outputs are advisory only.