Employee Profiles
View and manage individual employee info, notes, and interactions.
By Maxwell and 1 other2 authors11 articles
- Sending a Video MessageRecord a short video, let AI draft the email, and send it to one or more people.
- Navigating to an Employee PageHow to open and view an employee's profile in Lebra.
- Using AI Assist to Draft MessagesCreate personalized employee messages quickly using AI Assist.
- Updating an Employee's StatusHow to edit, archive, or delete employee records.
- Adding Notes to an Employee PageHow to record important details about employee interactions.
- Creating an Employee Follow-UpHow to schedule future reminders to reconnect with employees.
- Viewing Employee Interaction SummaryWhere to find a quick overview of all past interactions with an employee.
- Viewing & Filtering Employee InteractionsHow to explore detailed interaction histories with your employees.
- Planning a Meeting with AI AgendaGenerate meeting agendas using employee context and AI.
- Managing Scheduled EmailsSchedule emails in advance, then edit, reschedule, or cancel them before they send.
- How to Send a Handwritten Note to an EmployeeSend a physical handwritten card to recognize an employee directly from Lebra.