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Getting started with Bob for managers

Enable the Company Portal (Essentials) for admins

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

Home page highlights

  • Post a Shoutout! Announce company events, people’s milestones, send reminders, etc.
  • Create a Poll! Send a poll and to 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 in any other other sites your company runs.
  • Use Essentials: Access commonly used links in your organization. 

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 coworkers, 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 coworkers 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

See How do I use Bob's mobile app?

Stay connected

Bob's homepage and dynamic org chart 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
  • Celebrate birthdays and work anniversaries

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 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 own 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.

See Slack time off.

Manage your attendance with Microsoft Teams

  • Use Microsoft Teams as your own 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

See Bob actions and notifications in MS Teams.

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

See Requesting 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

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!

See Slack time off.

Manage your time off in Microsoft Teams

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

Use the 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!

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

See Complete and manage your performance reviews.