Staying on top of employee changes and developments is crucial for any business. The Timeline tab makes this easy by providing a complete record of each employee's journey through its built-in capability to automatically record events. From pay adjustments and role changes to manually added milestones like completed training, you'll have a clear view of each team member's development all in one place, with each type of event color-coded and marked with specific icons for easy reference.
In this article, we will go over all the actions you can take from within the Timeline feature, including:
How to find the Timeline Tab
The timeline tab can be found inside each user's profile and gives you an overview of all the events relevant to that employee
Follow These Steps to Access a User's Timeline:
Enter the Users tab on the left sidebar
Select the relevant user whose timeline you want to view
On the left side in the top menu, select the timeline
Types of Events on an Employee's Timeline
General Events - Manually add important milestones like completed training, successful onboarding, or feedback sessions. These appear in blue by default, but you can customize both the color and icon.
User Custom Field Updates - Whenever you update profile fields like roles or seniority levels, these changes are automatically added to the employee's timeline, appearing in green with a user icon.
Pay Rate Changes - When you update an employee's pay rate, it's automatically recorded in their timeline, appearing in purple with a dollar icon. This gives you a clear view of their salary history when conducting reviews or considering raises.
Scheduling Rule Updates - Any changes made to employment settings, such as adding new pay rules or updating policies, are automatically added to the employee's timeline, appearing in pink with a policy icon. This helps you maintain compliance records.
💡Tip: Customize your timeline view by selecting which types of events to display. Simply click on the event types you want to see - for example, select only Pay Rate updates or any combination of event types you need.
Please note: The changes in User Custom Fields, Pay Rates, and Scheduling Rules are automatically added to the timeline whenever updates are made. Each entry includes what was changed when it was changed, and which admin made the change.
In the example below, you can see that Sara updated Amy's years in the company value (from 1-2 years) and the exact date when the change occurred.
How to Manually Add an Event to an Employee's Timeline
Events can also be manually added to a user's timeline. This can be a great option if you want to keep track of things such as an employee's completed training date, feedback review, or even their last vacation date. The events you add manually are completely customizable.
Follow these steps to manually add an event:
Follow Steps 1-3 as done above.
Select the Add an Event Button
You can add a General event or click the Add New Type button to create a custom event type. This can be anything you need, such as Vacation, Last Training Date, etc. To customize the color, simply click on the color in the title and select the color you want.
Now add the event's date, title, and description.
You can also attach an image, file, link, or a shortcut to one of the other features.
Click Add Event.
That's it! The event now appears on the user's timeline.
In the example below, I manually created a new type called Last Training and added CPR Training to Henry's timeline.
Summary
In this article, we reviewed the Timeline tab and how to use it effectively. We covered where to find the Timeline, how to view events, and how to add new ones. Ultimately, the Timeline is a powerful tool to keep track of your employees' milestones and key updates in real-time.
Additional Resources
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