Getting started with Bob for employees

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Getting started with Bob for managers

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Bob is a people management platform connecting you to your teammates, manager, and the company.

Transcript

Welcome to Bob.

We would like to help you get familiarized with our platform and the available actions.

Keep in mind, Bob is based on roles and permissions that allow different users to see and perform different actions.

Let’s take a look at Bob.

At the top, you can find the search bar.

This helps you navigate through to different areas in Bob, or if you would like to search for other employees.

Clicking your profile icon will open a menu of useful actions and resources.

If you need help on the page you’re viewing, just click the help icon.

You’ll see options like read an article which provides help for the specific page you’re viewing or watch a video tutorial for visual instructions on how to use the page.

If you’re still having issues, you can always submit a request to Bob’s support team.

And for your convenience, you can click “see what’s new with Bob” to view all the current releases on our platform.

Each release note will have a link to the relevant article.

On the left side, you have the navigation menu.

You can navigate between the various modules.

For quick actions, you can use this area where you can clock in and out of work, or even request time off with a click of a button.

Here, you have the social area where you can post a shoutout if you would like to announce an event, spotlight the hard work being done by your team and more.

You can choose your audience by selecting from the dropdown menu and you have the option to add multiple images to your shoutout.

You can also create a poll.

Do you want to find out what employees want for food in the kitchen?

It’s no problem with the poll feature.

And finally, you can give kudos to show your appreciation for others within the company.

Bob offers many areas for your convenience.

Feel free to explore our platform.

Thank you for watching this video.

Home page highlights

  • Post a Shoutout! Announce company events, people’s milestones, send reminders, etc.
  • Create a Poll! Send a poll and get real-time information.
  • Give Kudos! It's a fun way to share your appreciation and express gratitude to others.
  • Clock in/out: Make sure your hours are logged accurately.
  • Request time off: If you need a break from work, just send a request to your manager.
  • View company events: Check out what's coming up in your office and other sites your company runs.
  • Use Essentials: Access commonly used links in your organization.
  • See people's availability today based on the time taken from their time off policies.
  • View new hires in the company and those celebrating work anniversaries both based on their start date.
  • See quick stats on people in your organization based on profile data in the Our people widget.
  • Customize your notification settings: Determine which in-app, email, and mobile app notifications you receive.

Getting started

No more printed forms or complicated spreadsheets. Submit and store any information your company needs, with step-by-step guidance as you go.

Get connected to teammates

  • Meet your colleagues with in-platform introductions
  • Know which of your teammates are out of the office
  • Stay up-to-date on new joiners via Shoutouts in the feed

Manage your HR-required data all in one place

  • Personal info
  • Forms and documents
  • A to-do list so you know what's next

Get to know your teammates with Bob's clubs features

  • Discover shared interests and superpowers
  • Learn fun facts about your co-workers, like birthdays and milestones

Tap into the mobile app

Stay connected wherever you are with our mobile app and collaborate with your team and take care of your tasks.

  • Discover and connect with co-workers with a click
  • Clock in and out for easy attendance tracking
  • Log your sick days and other days out of the office
  • Ask for time away for a holiday or conference
  • See who from your team is active with a live status view
  • Share and react to company or site-specific Shoutouts and Kudos
  • Stay in the know on people's whereabouts, who's having a birthday, and who's just joined

To learn more, see Getting started with Bob's mobile app.

Stay connected

Bob's homepage and dynamic org chart pull viewable information from employee profiles to make navigating your team easy.

Stay up-to-date with company updates

  • Check out Shoutouts about new joiners, and Kudos to exceptional teammates
  • See who's out sick, on holiday, or working from home based on time off taken
  • Celebrate birthdays, plus welcome and honor new hires and anniversaries based on start date

Get to know your company better with the dynamic org chart

  • Understand the relationships between people, teams, and departments
  • Identify stakeholders and collaborators on different teams

Let's get social!

Bob's interactive platform helps you stay in the know

See your office culture mapped out with Club View

  • Check out what your teammates like to do out of the office. You might be surprised!

Share with the whole team using Shoutouts and Kudos

  • Make announcements, get opinions, publicize events, and recognize achievements
  • Excited about what you read? Respond with polls, gifs, and emoji/comment reactions

Securely report workplace misconduct with the Your Voice feature

  • Find and reference a single source of truth for your company’s policies and guidelines
  • File complaints and safely engage in anonymous dialogue

Manage your time & attendance

Clock in and out without missing a beat. Spend your time working on the important stuff instead.

Using Bob on the web

  • Navigate to the Attendance section to clock in and out
  • View your attendance, make edits, and submit timesheets

Using Bob's mobile app

  • Clock in and out directly from the home screen
  • Submit timesheets directly from the app

Manage your attendance with Slack

  • Use Slack as your personal command center to clock in and out from wherever you are.
  • Clock in and out from any channel with a simple command: type /bob clockin or /bob clockout.

To learn more, see Slack integration.

Manage your attendance with Microsoft Teams

  • Use Microsoft Teams as your personal command center to clock in and out from wherever you are.
  • Clock in and out in any private conversation with an easy command: type clockin or clockout

To learn more, see MS Teams Actions and Notifications.

Request and manage your time off

Easily book and manage your PTO, sick leave, and work from home days.

In Bob's Time Off section, you can:

  • Request time off for all purposes, like PTO, sick leave (feel better!), or work-from-home
  • Check your balance to see how many days of leave you’ve accrued and how many you have left
  • See the status of all your active requests
  • Get approval from your manager directly through the system

To learn more, see Request time off as an employee.

Manage your time off from Bob's mobile app

Request time off without pinging or poking.

From any screen in the Bob app, press the Time Off icon in the bottom menu:

  • Request time off for all purposes, like vacation, sick leave (feel better!), or to work from home
  • See the status of all your active requests in the Time Off section of the app
  • Get approval from your manager directly through the system

To learn more, see Getting started with Bob's mobile app.

Manage your time off in Slack

Request, cancel, and track time off from within the Slack platform.

Navigate to the Bob app in slack to request time off.

  • View current time off requests
  • Submit new requests or fill in details to open a new request
  • Cancel existing requests

New requests will be sent to your direct manager and can be tracked within Slack or the Bob platform. You’ll get a push notification in Slack when your request has been approved!

To learn more, see Slack integration.

Manage your time off in Microsoft Teams

Request, cancel, and track time off from within the Teams platform.

Use simple commands like clock in and time off in a Microsoft Teams conversation to:

  • View current time off requests
  • Create a new request
  • Cancel existing time off requests

New requests will be sent to your direct manager and can be tracked within MS Teams or the Bob platform. You’ll get a push notification when your request has been approved!

To learn more, see Bob actions and notifications in MS Teams.

Complete surveys and performance reviews

When you receive an invitation for a performance review, you can:

Complete both self and peer assessments through Bob's Performance tab

  • Add your own comments directly in the assessment
  • See exactly how much time you have left to finish the review

Save drafts while the review is running, and go back if you want to make any changes before it's due

  • Click submit to finalize the report and send it back

To learn more, see Complete your performance review.