A colleague is pulled into a record through a chat discussion
Who is involved
| Role | What they do |
|---|---|
| HR manager | Starts a discussion about an employee record from its page. |
| Line manager | Receives the discussion and opens the record from it. |
Step by step
- HR manager
Presses Discuss in chat on the employee's page and chooses Start a discussion.
What they see:The dialog opens with the neutral title Discussion, not the employee's name.
- HR manager
Picks the line manager and creates the discussion.
What they see:The discussion is created as a group conversation.
- Line manager
Opens the chat list.
What they see:Sees the new discussion in their list.
- Line manager
Opens the discussion and presses Open on the record card.
What they see:Lands on the employee page they are allowed to see.
Who is told what
The discussion appears in the line manager's chat list; whether a bell or e-mail alert follows depends on Chat's own notification settings.
Related
- Activities Workspace
- Team Chat & Calls
- HR Management
- A leaver's open work is handed to a colleague
- A manager asks the Copilot for a team follow-up plan
- A manager assigns a task and the colleague finishes it
- A scheduled meeting invites its attendees
- Calls, meetings and to-dos on a lead appear in the shared agenda
- Team workflows