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Status Reviewed
Categories Manager Experience
Created by Guest
Created on May 12, 2023

Manager Experience should mimic Admin settings

Our staff can be very mobile (moving to different supervisors/managers). So having to add each direct report by name makes it much more difficult to track and seems to add more re-work than necessary. If we were able to add a group, as we can with the Admin settings, it would be less re-work due to the filters we have set with the groups.

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  • Admin
    Robert Szustakowski
    Nov 4, 2023

    Hello everyone,

    During the implementation and design process of this feature we did consider additional means of assigning users including the use of groups or departments, however this is ultimately not very compatible with how this concept is meant to work.

    At the core of this functionality is the concept of a matrix organization, and an alternative way of organizing user relationships. This is intended to be separate from our group and department concepts.

    Specifically, if a group of Users was assigned to a Manager, and the membership of that group changed such that a new member of the group already had a Manager assigned, we have to ask - who should be assigned as the Manager? Ultimately the implementation of logic for a scenario like this is quite challenging, and may not be very suitable to the wide variety of use cases our clients have.

    Alternatively, it is possible to sync Manager-Direct Report relationships using a scheduling data import which is available with our Professional Services team, please reach out to your CSM or Account Manager to learn more about this option.

  • Guest
    Aug 7, 2023

    We've been considering implementing the Manager Experience features, but the difficulty in having to manually add individual users as direct reports has put a stop to most of those discussions. Being able to assign groups (managed automatically), would be the solution for us.