People Manager Guide

Learn tips and best practices to help you get started.

If you are a people manager, you know that effective communication is critical to your team’s success. Workplace allows you to centralize your team’s communication, increase visibility and transparency, and foster collaboration. This guide will walk you through best practices for using Workplace to manage your team.

Download the People Manager Guide one-pager and share it with other people managers in your Workplace community!

Create a team group

1. Create a team group

Create a closed or secret group for your team and add your direct reports. Team groups are a central place for all of your team communication. Use the team group to post updates, share files, gather feedback, and more.

Every group that has less than 250 members comes with its own chat. Use chat to ask questions that require an answer fast. Chats tend to move fast, so important information can get lost in the chat thread. Be sure to post important content in your group page so that it’s easily accessible to your team.

Learn more about groups by watching the video below.

Want to share this video in a Workplace post? You can download it here.

Pin a post

2. Pin a post

Write a post that outlines your team goals, available resources, deadlines, and any other important guidelines for your team. Your pinned post will provide a single source of truth that people can easily reference at any time right from the top of the group.

Host meetings

3. Host meetings

Workplace has voice and video calls available with every chat, so you can hold meetings with people across timezones and locations, directly from an existing chat conversation.

Broadcast in-person meetings using Live. The Live video will automatically post in your group so team members weren't able to join in person can catch up later.

Gather feedback in polls

4. Gather feedback in polls

Polls can help you make decisions faster as a team. Use them to gather feedback, create meeting agendas, and set meeting times. Team members can vote on items and even add their own.

Use polls to set meeting times, create agendas, and gather feedback.

Follow up on meetings with notes and action items

5. Follow up on meetings with notes and action items

Create a document directly in Workplace to share meeting notes with your team. Add a cover photo to make it stand out in the group feed, and make it a living document by selecting “Allow group members to edit this document”. Workplace documents are great for compiling meeting notes and developing project planning materials.

After your meeting, share a post in your team group with action items. @mention colleagues to assign items to them. They'll be able to tick off action items when they're completed, so all team members are up to date on their status.

Follow up on team meetings with action items posts
Share files

6. Share files

Use Workplace to share files from other tools you use every day. Click into the “Write a post” box and see what tools you can pull files from. Authenticated previews will provide an eye-catching sneak peek of content, visible only to those with access granted. And folder linking capability lets you share a whole group of assets that are always up to date.

Share files in a post.

Use the search bar on the group page to find posts, files, or comments you need to refer to. All the files that have been shared in your group are easy to find again in the Files tab of your group page.

Go to the files tab to find files shared in your group.

Post weekly updates

7. Post weekly updates

Have your team post weekly updates to the group page. Weekly updates increase the visibility of everyone's work and keep everyone informed on people's progress, priorities, and any issues that need to be resolved.

Recognize team members

8. Recognize team members

Use Achievement Posts to recognize members of your team for their performance. Recognition can improve morale, increase productivity, and help build a positive work culture. Create an Achievement Post thanking a team member for their contributions, and don’t forget to @mention them so you can be sure they see the post.

You can also use Achievement Posts to share team wins across the company in company-wide discussion groups. These posts help increase the visibility of your team's work and can help spread a culture of recognition across the organization.

Share achievement posts

Create 1:1 groups with direct reports

9. Create secret 1:1 groups with direct reports

Create secret one-on-one groups to manage your relationships with your direct reports. These groups can be used to share updates and private feedback. They are also a great way to onboard new employees and discuss performance evaluations.

Create cross-functional groups

10. Create cross-functional groups

To get feedback from other parts of your organization, create an open cross-functional feedback group for your team. This will keep other members of your organization up-to-date on your work and progress, and provide you with more feedback and perspective.

More helpful resources

More Helpful Resources

Technical Resources

Find all the information you need for a successful IT deployment of Workplace.

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