Capablio

Prompt 08 — Manager workspace

Build a manager workspace that supports action and development conversations without turning managers into unauthorized report administrators.

Updated

Required context

  • Approved manager permissions and visibility
  • Product shell, manager routes, and external manager guide
  • Shared PDP and rater-nomination policies

Prompt

Build a manager workspace that supports action and development conversations without turning managers into unauthorized report administrators.

1. Manager overview

Show only scoped, permitted information:

  • Feedback tasks the manager must complete
  • Nominations or approvals awaiting action
  • Team campaign participation status
  • Shared development actions due
  • Upcoming debrief/check-in milestones
  • Exceptions requiring manager input

Do not expose private responses, unshared PDP notes, or organization-wide analytics.

2. Team directory

Provide:

  • Search and filters
  • Person, role, org unit, program participation, and shared-action status
  • Clear indication of manager scope and inherited/reporting relationships
  • Detail drawer/page with only authorized metadata
  • No composite employee score or forced ranking

3. Rater nomination and approval

Implement:

  • System-proposed raters based on org graph where supported
  • Relationship group assignment
  • Search/add/remove within policy
  • Conflict and duplicate detection
  • Minimum/maximum and anonymity preview
  • Subject nomination versus manager approval flow
  • Reason and audit for overrides
  • External-rater invitation path

Do not reveal whether a specific rater completed after anonymity policy says otherwise; use permitted participation metadata.

4. Feedback actions

Allow managers to:

  • Complete assigned feedback
  • Request feedback where tenant policy allows
  • Schedule or record a development conversation without storing sensitive notes by default
  • See report-release readiness or threshold status only where authorized

5. Development collaboration

Display only goals/actions the user has shared or policy explicitly authorizes. Support:

  • Acknowledge shared goal
  • Add agreed support/action
  • Check in on progress
  • Record completion or blocker
  • Return control to the user to change sharing where allowed

Use visible privacy labels. Never silently convert a private PDP into manager-visible data.

6. Tests and docs

  • Manager versus non-manager and former-manager access
  • Matrix/dotted-line scope if supported
  • Cross-org negative tests
  • Share/revoke PDP visibility
  • Nomination threshold and conflict cases
  • Mobile manager summary and desktop management views
  • External manager documentation and internal permission spec updates

Acceptance gates

  • Managers can complete their top tasks from one overview.
  • The workspace contains no private result/PDP data outside approved policy.
  • Nomination UI previews relationship and threshold consequences.
  • No employee ranking or “overall performance” score is introduced.