Overview
This article covers how to access the new Manager Toolkit and gives a tour of the Dashboard, the first page you'll see when you open the Manager App.
Accessing the New Manager Toolkit
When you log in, you will see two tabs for the Manager Toolkit.
To access the new version, click on New Manager Toolkit (Beta).
You will have access to both the old and new Manager Toolkit to ensure a smooth transition until all features have been added to the new version.
🏠 Dashboard Page
The Dashboard provides a high-level overview and quick access to key onboarding elements:
This Week's Highlights:
Displays who is starting this week
Allows managers to send them a welcome message directly (via the Manager Introduction Message)
Shows if a new hire has submitted an essay answer, so you can quickly navigate to their profile to review it
Recently Assigned New Hires:
Shows the new hires assigned to the manager in the last 30 days, along with their start dates
Enables managers to prepare for onboarding and follow up in a timely manner
Managers can send welcoming messages directly from this section
Quick Actions Menu:
Provides easy access to the Manager Introduction Message to review or edit it
Tutorial can be accessed quickly from this menu
To-Do Overview:
A quick snapshot of responsibilities via a structured checklist
To-Dos can be labeled as Optional or Mandatory
Related articles
→ Using the Manager App Day-to-Day
Sending welcome messages, managing new hires, tracking to-dos, and finding tips & tricks.
→ How to connect Buddy or other Manager to a New Hire
Assign a buddy or additional manager to a new hire.
👉 Next: Using the Manager App Day-to-Day
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