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Team roster
| Employee | Department | Position | Status | Stay interview |
|---|---|---|---|---|
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| Department | Headcount |
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| Employee | Department | Next Stay Interview | Last Stay Interview | Interview Type | Status |
|---|---|---|---|---|---|
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High performers from reviews and recognition — expand for names.
| ID | Name | Department | Position | Supervisor | Hire Date | Terminated | Status |
|---|
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These employees have a supervisor on file who does not match anyone in your current view. They still appear in the tree as top-level nodes.
| Employee | Department | Supervisor on file |
|---|
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Email each supervisor a list of 90-day and annual performance reviews due on their team.
Read the BTW handbook, then acknowledge it above when you are done.
Your requests
Internal Job Board
Explore open roles at BTW Global and express your interest in growing with us.
| Title | Department | Hiring Manager | Status | Posted | Closes | Interest | Actions |
|---|---|---|---|---|---|---|---|
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| Employee | Opening | Department | Supervisor | Submitted | Status | Actions |
|---|---|---|---|---|---|---|
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Employees marked absent on 2 or more roll calls in the past 4 weeks.
| Employee | ID | Department | Absences | Dates absent |
|---|---|---|---|---|
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| Present | Absent | Name | ID | Department |
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| Name | Position | Department | Stage | Source | Applied Date | Actions |
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Operations Resolution Center
Track software problems, workflow bottlenecks, equipment failures, and process improvement items across the company.
| Title | Category | Department | Priority | Status | Assigned To | Created | Actions |
|---|---|---|---|---|---|---|---|
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HR Investigations
Conduct confidential workplace investigations with structured interviews, evidence, findings, and audit trail.
Search, filter, and open investigation cases. Use the table for case actions.
| Case # | Title | Targeted Employee(s) | Category | Severity | Status | Investigator | Opened | Actions |
|---|---|---|---|---|---|---|---|---|
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Care & Engagement
Track employee support, recognition, wellness trends, care gaps, and culture initiatives.
View-only: you can review organization care metrics and trends here. Adding or editing records requires HR admin access.
Map support across stakeholder groups and care dimensions. Click a cell for details; double-click to edit, or use Edit in the detail panel below.
| Stakeholder | Physical | Emotional | Spiritual / Values-Based |
|---|---|---|---|
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| Employee | Department | Type | Need or Concern | Action Taken | Owner | Follow-Up | Status | Confidentiality | Actions |
|---|---|---|---|---|---|---|---|---|---|
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Kudos, Iron Shift nominations, anniversaries, above-and-beyond moments, and peer recognition.
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Enter rolled-up scores after each pulse (Microsoft Forms, Culture Amp, etc.). Orbis stores period averages and themes — not raw employee submissions.
Document Library
Policies, forms, handbooks, and HR documents.
Policy acknowledgment campaigns
Assign handbook or policy documents by department and role. Track completion and escalate overdue acknowledgments.
Accounts, contacts, meeting recaps, and agreements in one searchable place.
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Add companies and clients, log meetings, and bulk-import contacts from CSV.
Adding companies & clients
You need Janus edit access (admin or janus role) to add or change records.
Add a new account
- Open Janus in the left sidebar.
- Click + New account.
- On the Overview tab, fill in account details:
- Account name (required) — e.g. Macmillan, Sourcebooks
- Type — Client, Vendor, Partner, Publisher, or Other
- Status — Active, Prospect, or Inactive
- Relationship owner — BTW email for the relationship owner
- Website, phone, address, and notes (optional)
- Click Save account. The company appears in the Accounts table.
Add contacts
- With the account drawer open, go to the Contacts tab.
- Enter name (required), title, email, phone, and notes.
- Check Primary contact if this is the main person.
- Click Save contact.
Edit an existing account
- Find the company in the Accounts table and click Open.
- Update fields, then Save account or Save contact.
Logging a meeting
The account must be saved before you can log a meeting.
From a specific account (recommended)
- Click Open on the account in the Accounts table.
- Go to the Meetings tab.
- Enter Meeting date, Title, and Attendees (comma-separated).
- Paste or type notes in Transcript / notes.
- Optional: click Generate summary for an AI recap and action items.
- Set a Follow-up date if needed, then click Save meeting.
From the Janus home page
- Click Log meeting (opens the Meetings tab for an account).
- If it is not the right company, close the drawer, open the correct account, and use the Meetings tab.
Schedule via email
- Open the account → Meetings or Contacts tab.
- Enter meeting details or open a contact with an email address.
- Click Email meeting request or Email contact on a contact row.
Importing a CSV
- Click Import CSV on the Janus home page.
- Choose a
.csvfile from your computer. - Wait for the confirmation message showing accounts and contacts imported.
- Click Refresh if the tables do not update right away.
The first row must be column headers. Use one row per contact; repeat the company name on multiple rows for several people at the same company.
| Purpose | Accepted column names |
|---|---|
| Company name | company, company_name, account, account_name, organization, name |
| Account type | account_type, type, company_type (client, vendor, partner, publisher) |
| Contact name | contact, contact_name, full_name, person |
email, email_address, work_email |
|
| Phone | phone, phone_number, work_phone, mobile |
| Title | title, job_title, role |
| External ID | company_id, account_id, contact_id, person_id, id |
Example:
company_name,account_type,contact_name,email,title,phone Sourcebooks,client,Jane Doe,jane@sourcebooks.com,VP Sales,555-0100 Macmillan,client,John Smith,, Tyndale,vendor,,,,
| Name | Type | Status | Last touch | Owner | Phone / address | Actions |
|---|---|---|---|---|---|---|
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| Name | Account | Title | Phone | Actions | |
|---|---|---|---|---|---|
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Reports and analytics are limited to Orbis admin users.
| Employee | Department | Next stay interview | Last stay interview | Type | Status |
|---|---|---|---|---|---|
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| Department | Headcount |
|---|---|
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AI synthesizes common themes across completed stay interviews — what is going well, obstacles, and retention signals — with employee names attached so leadership knows who raised each theme for follow-up.
Select a date range and generate themes when ready.
| Month | Cases |
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| Issue type | Count |
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| Month | Reports |
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| Type | Count |
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| Type | Date | Employee | Department | Category | Status |
|---|---|---|---|---|---|
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Settings and system administration are limited to Orbis admin users.
Employees already on the roster sign up with the same personal or work email on file (e.g. Ryan Bird uses r.tbird10@gmail.com → links to BTW2105). You choose access: user (only their PTO), supervisor (direct reports), or admin (everything).
| Name | Linked employee | Actions | |
|---|---|---|---|
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| Display name | Role | Status | PTO employee ID | Supervisor | Team IDs | Janus | Can delete | Actions | |
|---|---|---|---|---|---|---|---|---|---|
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| Employee | Action | Summary | Changed by | Changed at |
|---|---|---|---|---|
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