Action on a Top Recommendation/Task

Top recommendations are opportunities for you to engage with your team members based on trends in employee time and attendance or information collected via InForms in Laudio. You can choose how you would like to act on these, whether it means sending an email, documenting a 1:1 conversation or marking it as complete. 

How to send a message from a recommendation 

1. Scroll down on your homepage to the top recommendations and tasks. 
2. Click on "Send message"
   
3. A prepopulated message based on the recommendation will appear.  You can edit the wording if you wish, set follow-up tasks if needed and then hit "Send Message."  Your version may say "Log in Profile and Proceed to Outlook" if M365 is not connected at your organization.
   
   

How to Add a Note

1. Click "add note" on the recommendation. 
2. Document your notes and add any follow-up tasks needed.  This information will be saved on the team members profile page for you to view at a later time.

Assign

This feature allows you the ability to assign this task or recommendation to another Laudio user (i.e. someone from the management team). This is great for teams who co-manage and use multiple team leads or assistant managers who are responsible for specific members in the cost center.

1. Click assign and search for the leader's name. 

You have the option to be notified if no action is taken by the assigned leader in 3 days.  The recommendation/task will appear on the homepage of the assigned leader.