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Status Reviewed
Categories Manager Experience
Created by Guest
Created on Feb 7, 2023

Manager Experience needs to have a way to toggle between direct and indirect reports

The Manager experience today has no way for a Manager to easily see reports for direct reports separate from indirect reports

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  • Guest
    Feb 13, 2023

    Not the original poster, but to provide an answer in our case Robert:

    We have several clients who are managing hundreds to thousands of employees and need visibility across all of them. But, these individuals are also managing their own teams and want direct visibility over their direct reports too. Simply a way to view all of your aggregated indirect reports with active links to drill in would be incredibly helpful in the managing and follow-up conversations that are needed on a regular basis.

    Ideally, this view would be a list view where a direct team-lead is bolded or underlined with their direct reports (your indirect) under them. If we think about it in a framing sense, each team that is in your purview for viewing indirectly would be separated out. For instance:

    Steve B - Manager

    Peggy R - Manager

    John C - Team member

    Silvia O - Team member

    Keisha A - Team member

    Alvin E - Team member

    John R - Team member

    Nancy D - Team member

    A view like this would give you an overview of all reports without having to drill down so that you can click on an employee of interest with regard to capacity building or certification needs.

  • Guest
    Feb 13, 2023

    In a standard org chart there will be a hierarchy. Example - Bob has direct reports Sally, Rob, Matt. Sally has direct reports Michael, Tracy, Frank. Frank has direct reports George, Tony, Mary. Tony has direct reports Suzy, Anne, Roy.

    In this scenario, Bob would see 12 people's data in the Manager Experience (if permissions included direct reports). However, there will be times that Bob will only want to see his direct reports only in the Manager Experience dashboard/reports.

  • Admin
    Robert Szustakowski
    Feb 13, 2023

    Thank you for submitting this idea,

    If I understand the scenario correctly, you are looking to have Managers have the option to view their extended team in one list without the need to drill down to see pieces of the hierarchy, correct?

    Could you tell me a bit more about the use-case for how you've organized your users for the Manager Experience?