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Viewing & Filtering Employee Interactions

How to explore detailed interaction histories with your employees.

K
Written by Kevin Sun

Lebra brings your recorded interactions and essential notes from your leadership together in one place. Notes, recognitions, emails, calendar events, and handwritten notes all appear together in a single Timeline.

Steps

  1. Go to the employee's profile.

  2. Scroll to the Timeline, where all interaction types appear together.

  3. Click the Filter icon (funnel).

  4. Choose which interactions to view: View All, Notes, Recognitions, Emails, Calendar Events, or Handwritten notes.

    • Note: Emails and calendar events appear only after you have connected and synced your Outlook account. Until then, a prompt to connect is shown.

Your filter choices are remembered

The filters you pick stay applied as you move between employee profiles and when you return later, so you don't have to reset them each time. To see everything again, open the filter and select View All.

Note: Emails and calendar events on the Timeline show one-to-one interactions between you and that employee. Messages sent to large groups or all-staff distribution lists are not included.

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