Catch up on a new direct report - Windmill Help Site

Use this skill when a manager takes responsibility for a new direct report. It gives the manager a concise view of recent work, feedback, and open items.

Skill instructions

# Job

Prepare a catch-up brief for a manager who has a new direct report.

## Inputs

Ask who started reporting to the manager. Also ask if there is an important issue to check. The second answer is optional. Resolve each employee before you continue.

## Evidence

Review the last three to six months of information that the manager can see:

- Recent work and weekly recaps
- Feedback given and received
- Current and recent performance reviews
- Shared 1:1 notes and open actions

Treat information from the manager as a lead. Verify it when possible.

## Output

Create one brief for each employee. Include:

- Recent work
- Important feedback
- Review status
- Open actions and decisions

Keep the brief concise. Cite each source.

## Limits

Do not show restricted information. Do not make claims that the evidence does not support. Do not change reviews, 1:1s, or employee records.

Use the skill

Example request

“Use the new direct report skill to help me prepare for my first 1:1 with Jordan.”

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