Do you wish that managers could get an easy overview of each individual team member's performance, thus making data-driven decisions?
Then we think you will find this article insightful👨💻
With our feature My Team, managers can get insights on users' learning progress and deadlines and send reminders directly from their user view with one click.
In the following, we describe step by step how to get started using it and also how we recommend using it to get the most out of it.
I know what you are thinking. Does this mean that managers do not necessarily need access to the admin page? Yes! They can find what they need just in the user view alone.
How to access 'My Team'?
Now that you know the perks this gives the managers, the next step is to understand how to enable it for them.
Do the following:
Go to Permission type
Choose the Permission type you wish to enable it to
Find the one called 'Management' and toggle the user permission on
Remember to click save.
The image below shows the setting you need to add.
Once this is enabled, managers will see a new tab on their user view called 'My Team', where they can find the information they need. If you need more information on permission types you can dive into this article for more information.
ℹ️ This does not enable 'My Team' on the user side unless you have given them access.
Who is in the team?
You have two ways of deciding who should be on each team: by direct reference or according to the hierarchy that you have already built in your organisational structure. The team can either be created through the integration (if the external system has the information, it can already be set up in the integration) or directly inside the platform on the user profile.
Direct management
By selecting 'Direct management' in the permission type, the managers will only have access to users assigned to the team throughout the platform; the same goes for the admin side. This can be set up either via your integration or manually. Learn more about this in the recommendations.
To assign managers you do the following:
Navigate to User management
Choose a user who needs to be added to the manager's team
In the profile settings you scroll down to find the 'Managers' tab
Click this to choose between managers and click the manager you need
Department hierarchy
If you choose 'Department hierarchy' managers will get access to users based on the department hierarchy as we know today.
If your manager has more than one permission type where the User access differs the direct management will be the one used for the manager.
Actions
The Actions tab allows for close interaction between your managers and their employees, no matter the size of the team and the amount of activity! 📋
Here, your managers can:
Approve/Decline employee Event requests
Approve/Decline employee Learning Path requests
Review and Approve/Decline single or multiple Written answers
Go through and complete "On the job training"
Your managers can also utilise the filters on the top right-hand side of the page for extra convenience:
Action Type - shows your managers the available actions from a chosen category
Members - Shows the available actions for specific employees
Sort by Date - let you narrow the time window your managers are working with
Good to know extra info! ✔️
The red number next to the My Team tab counts the total number of available actions your manager has in their team, not the number of team members who have available actions.
Team members will show their available actions on the right side of their profile under the Members tab.
Recommendations
Before adding the feature to managers, we advise that you familiarise yourself with our recommendations and consider how you wish it to be used.
📣 It is highly advised that you set up your integration before you start changing anything manually. The reasons for this are:
In some systems, you already have a field for the managers, and it will then happen automatically.
The integration will overwrite the manual changes you made.
Thoughts you can ask yourself before getting started:
Do we have an integration?
Do any managers lead more than one team?
Do we have any other circumstances that would make it so that the hierarchy will not work?
Should managers be able to see the admin view ever, or will My Team be sufficient?
The answers to all these questions will help you determine what user access you need, when to start setting it up, and how to inform your managers. Once these are secure, you can get started.
If your managers already have access to some parts of the admin dashboard you can go to their permission type and disable all admin permissions to eliminate this.