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Journeys from the Manager and Employee Perspective

This article covers the Journeys feature on both the manager and employee end.

Nick Thayer avatar
Written by Nick Thayer
Updated over a week ago

Journeys for Employees


Firstly, to find the Journeys area as an Employee, you must navigate to My development > Journeys.

Clicking it will bring you to this page above. Here, you will see:

  1. Needs your input: Journeys that have reached a step where you need to take action in order for the process to proceed.

  2. In progress: Journeys currently in progress where someone else needs to take action in order for the process to proceed.

  3. Completed: Journeys that have been completed by all parties.

Clicking the button Details on any of the Journeys will bring up an overview of the selected Journey and the steps within the Journey. Clicking "View" will bring up a third window that provides more insight into the step.

You are also able to start the next step in the Journey via this menu.

If a Journey needs your input, it will be indicated by a highlight and a blue Start button. Click the Start button to initiate the Journey step.


Journeys for Managers


First and foremost, the Manager is able to locate the Journeys data via the tab Teams & People. By clicking Teams & People > Journeys, you will be brought to this page:

Here, you have an overview of every Journey someone on your team is currently working on, the steps that they are working on, and when your input is needed. Clicking the Details button will bring up an overview of the progress of every Employee (you are the Manager of) during their Journey.

Here, you will also be able to filter on Status and Deadline.
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Clicking an Employee on the sidebar in the main Journeys Overview will bring you to a more personalized breakdown of this specific User's Journey.

Located here, will be similar to before, again showing the Journeys that Needs your (Manager) input, Journeys that are In progress by the User, and Journeys that are Completed.

You can also click the Details view of each Journey, to bring up the steps of the Journey and see the progress of the Journey.

If you have any questions or concerns, please make sure to reach out to our Support Team via the Support Hub.

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