The Manager experience today has no way for a Manager to easily see reports for direct reports separate from indirect reports
I was directed to this post today because I'm requesting the same thing...
I have a Manager that has only 6 direct reports, but all of those direct reports give him a total of over 100 direct reports. On his Overview page on the Manager Experience, he can only see his Direct Reports data. Ideally, he would like to toggle on Include Indirect Reports and be able to see who is overdue on coursework there, or any other pertinent data. Instead, he has to drill down into each of his direct reports and click each of their direct reports - just not a good use of time. Is there a way that he can see the data upfront on everyone under his hierarchy?
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.
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.
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?