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For managers

Work with information about my team

Find and manage information about people within your scope. This article is for managers working with their team or management area.

Contents

Before you start

The Personal assistant lets you find Talento information and complete tasks through a conversation. Write what you need in your own words: you do not need to learn commands or know the technical name of each option.

A manager can combine personal tasks with questions and actions concerning the people they manage. The available scope depends on reporting relationships and assigned permissions.

Information

Your company must enable AI features and give you access to use the assistant. If it does not appear in your menu, ask an administrator.

Being a manager does not give you automatic access to the entire company. The assistant limits information to your management scope and Talento permissions.

Find information about my team

Try requests such as:

  • “Show my team's schedules for this week.”
  • “Who has an approved absence on Friday?”
  • “Show clock-in entries that are waiting for review.”
  • “How are my team's goals progressing this quarter?”
  • “Show the evaluations for the people I manage.”
  • “Who on the team has the most overdue tasks?”

Add a team, person, or time period when you need to narrow the results. For a manager, the assistant is most useful when it crosses areas that the application does not show on a single screen.

Broaden the scope of a request

You do not need to name a technical level. Ask naturally and the assistant chooses the scope:

  • Mine: your own records, the default for everyone.
  • Team: the people you manage.
  • Office: people in that office, if your visibility allows it.
  • All: everything you have permission to see.

Examples:

  • “How are my team's goals going this quarter?”
  • “Show clock-ins for the Barcelona office this week”
  • “James's absences this month”

Before you create or change something, make sure the preview identifies the right person. If two people share a name, add their team, office, or surname.

Depending on your permissions, you can also create or update surveys, evaluations, job offers, onboarding templates, training content, and schedule operations. The flow is the same as for other actions: preview and confirmation.

Final approval of a specific request still follows Talento's normal flow. The assistant helps you list, filter, and spot the ones that need attention.

Information

The 100-record limit per query also applies to team reports. For a large volume, narrow by dates, person, or status.

Common problems

If an option does not appear, it may depend on your permissions, active modules, or company configuration. Ask an administrator to review your access; you do not need to repeat the task or choose an option that does not apply.

For what the assistant cannot do, see Assistant limits.