Discuss an employee record with their manager

What moves

An HR employee page starts a private discussion; chat holds a link only and shows the employee card to those who may open it.

Before you start

• Chat and HR in your plan
• Discussions about records switched on

Step by step

1. HR managerHR Management

   Presses Discuss in chat on an employee's page.

   You see:A discussion starts with the neutral title Discussion.

2. HR managerTeam Chat & Calls

   Adds the employee's line manager.

   You see:The manager is notified they were added.

3. ManagerTeam Chat & Calls

   Opens the employee card in the conversation.

   You see:The card opens because their department scope allows it.

4. ColleagueTeam Chat & Calls

   A person added who cannot open the record sees the card.

   You see:They see only that they do not have access, with no name.

Related

• Team Chat & Calls
• HR Management
• Files in chat use your company’s own storage
• Leavers lose chat access
• Offboarding and leave change chat access and presence
• A member turns AI off in a conversation
• A mention raises an @ badge and one alert
• Connections between modules