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150 VOTE
Status Currently Available
Created by Guest
Created on Sep 14, 2021

Supervisor Functionality

When someone is listed as a supervisor, we need the admin portal to automatically filter to their team. This is the primary complaint that we receive is on this topic. The current functionality only allows to filter the platform to the department. This does not support the needs of a larger organization.

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  • Guest
    Reply
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    Feb 6, 2023

    I am very excited about the Manager Experience. One question I have is how is the system able to tell managers which employees have overdue courses, but a system admin still has no quick way to know who has overdue assignements. The "Is Overdue" filter says YES even if the course is completed. I figure now that this Manager Experience has been created and it can easily tell a manager who has overdue courses and which courses those are, that FINALLY system admins will have the same ability. Please tell me this is or will be possible soon. I need to know who has overdue courses across the entire system. I cannot take the time to look up each employee or each course individually. Thanks!

  • Admin
    Robert Szustakowski
    Reply
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    Feb 3, 2023

    Hello Everyone,

    Thank you for all of your feedback on this idea, the session held last year, and further feedback funneled through our Client Services teams!

    I’m excited to announce that the Manager Experience feature which was informed by this idea is releasing on February 5th!

    Our initial release of this feature will enable you to configure users as Managers, which has been added as a new user-type, similar to Learner, Admin, and Reviewer.

    This grants access to the Manager Experience – a new streamlined and dedicated interface for your managers, or team leaders to view training results for their team, and optionally their extended team.

    The Manager Experience has an overview dashboard which shows a summary of enrollments for a manager’s direct team and in the Learners View, Managers can explore their team’s results in more detail.

    For those who are using the Supervisor function today, we have added a new Import Managers tool to streamline the transition for adopting this new feature.

    The full release notes can be found here: https://support.absorblms.com/hc/en-us/articles/13407025796499-February-Release-Notes-2023

    Please reach out to your Client Success Manager or Implementations Coordinator/Project Manager if you are interested in this feature and are looking for more details!

  • Guest
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    Dec 1, 2022

    Same! Would love to know when this will go out because it is badly needed!!

  • Guest
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    Nov 22, 2022

    Is there an expected release date for this feature?

  • Guest
    Reply
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    Aug 11, 2022

    I apologize, I accidently posted a comment and wasn't able to go back to edit it. Here is what the entire comment was supposed to contain:

    In addition to what others have previously outlined as benefits for better user enrollment and management from a Manager's perspective, it would be very beneficial to have a "Manages Others" (or similar) flag integrated into Absorb's Mapped User Fields via the ADP Connector for the use of Admins with the appropriate rights.


    I would love to be able to assign specific training to Managers/Supervisors without having to manually add these people to specific groups. Management structure changes regularly and I would like Absorb to reflect the changes made in ADP, so I could automatically enroll Managers in training and/or groups specific to their role. This should theoretically be easy because in ADP, there is a field which flags workers as "Managers" and based on my understanding, it's a simple Yes/No flag.

    Currently, we have mapped ADP's "Reports To" field to Absorb's "Supervisor" field. This field is practical for a variety of uses, especially when I want to loop in a Manager on the status of their employee's learning, but it doesn't help me establish Groups of Managers.

    Example Use Case:

    • By law, Sexual Harassment training is required for all employees

    • We operate in multiple states, including California, which has different harassment training requirements from every other state. In California:

      • Employees must receive 1 hour of harassment training every two years

      • Managers must receive 2 hours of harassment training every two years

    • I do not want Employees & Managers located in every other state to be subjected to this requirement. To have multiple Manager groups based on

    To accomplish this, I have created a Competency of “Manages Others”, which is assigned to every Manager in the company manually. I then create multiple groups to further refine the logic.

    1. All Managers – everyone with the “Manages Others” competency

    2. Managers CA – everyone with the “Manages Others” competency and Home State which starts with “Cal”

    3. Managers Non-CA – everyone with the “Manages Others” competency and Home State that Does Not Contain “Cal”

    As you can see, the entire process has multiple choking points and opportunities for failure. How can I "Manage the Managers"?

  • Guest
    Reply
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    Aug 11, 2022

    In addition to what others have previously outlined as benefits for better user enrollment and management from a Manager's perspective, it would be very beneficial to have a "Manages Others" (or similar) flag integrated into Absorb's Mapped User Fields via the ADP Connector for the use of Admins with the appropriate rights. I would love to be able to assign specific training to Managers/Supervisors without having to manually add these people to specific groups. Management structure changes regularly and I would like Absorb to reflect the changes made in ADP, so I could automatically enroll Managers in training specific to their potentially new role. This should theoretically be easy because in ADP, there is a field which flags workers as "Managers" and based on my understanding, it's a simple Yes/No flag.

    Currently, we have mapped ADP's "Reports To" field to Absorb's "Supervisor" field. This field is practical for a variety of uses, especially when I want to loop in a Manager on the status of their employee's learning, but it doesn't work in the opposite direction.


    Right now, I'm not aware of a way to automate

    Currently, in our ADP Connection

  • Admin
    Pamela Easterbrook
    Reply
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    May 19, 2022

    Hi Anthony,
    Please see my comment above on this topic, it was a miss but unfortunately we can't change it now.
    Sorry about that.
    Pamela

  • Guest
    Reply
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    May 17, 2022

    Question #2 on the survey only allows 1 selection even though it says select all that applies.

    Anthony Russo
    Applications Administrator II

    [cid:image001.png@01D869D0.218F8EC0]
    6525 West Campus Oval, Suite 101
    New Albany, OH 43054

    +1 614 750 1970 direct

    anthony.russo@missionessential.com
    www.missionessential.com

  • Admin
    Pamela Easterbrook
    Reply
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    May 16, 2022

    Sorry everyone, we cannot update the survey without losing the responses already given. Please just use the comments section on question two to list any additional items for your managers. Apologies for not setting that up correctly.

    Pamela

  • Admin
    Pamela Easterbrook
    Reply
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    May 16, 2022

    Thank you! Another client emailed me and let me know. We are trying to update the survey. Perhaps check back tomorrow and thank you in advance for making the time to fill it out. It will be so helpful to see what people think.


    Pamela

  • Guest
    Reply
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    May 16, 2022

    Hi Pamela,

    The question #2 states that it is a Select All That Apply however I can only select only one answer.

    [cid:6A8F7A22-F7D2-453C-BC9E-AFA5B133D5DB]
    Michael Purdy : Account Manager
    GROW Learning Management System
    2035 Lakeside Centre Way, Suite 150, Knoxville TN, 37922
    o: 865-213-9975 ext: 717067 www.growlearning.com
    michael.purdy@growlearning.com : Schedule a call with me!

    GROW is passionate about people & helping them become the best version of themselves.
    We want you and your company to ROCK IT! We transform lives, one training tidbit at a time.
    Innovation is what we���re all about. Come GROW with us!

    [cid:C226C05B-59B7-46C0-B6A9-9D6EE736ED09]

  • Admin
    Pamela Easterbrook
    Reply
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    May 16, 2022

    To everyone that voted for this idea, please can you take the time to fill in the following survey and weigh in on the feature we are proposing here?

    You should have received an email about it last Friday but for visibility I am also linking the survey here:

    https://www.surveymonkey.com/r/DXPSNJ2

    It should only take 5 minutes and would apprecaite your time and input.

  • Guest
    Reply
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    Mar 10, 2022

    Yes Yes and Quadruple Yes! The automated identification of supervisors is so needed along with the automated alignment of department structure.

    With supervisors, considering integrations with different HRIS systems or even considering manual mass uploads, we all primarily use for the Absorb User ID either the employee's email address or the HRIS Employee #. All individual contributors roll up to a supervisors email address or HRIS Employee #.

    Regarding permissions, they too should be automated with the option to personalize them just as we have today. I should not have to go into my Portal Settings > ADP Integration and build out a department team structure and assign every supervisor to that structure and grant supervisor permissions. This should be automatic as so many of your competitors have figured this out over the past 10 years.

    This solution needs to be addressed for manual uploads as well as ALL HRIS integrations.

    In short, please consider in your evaluation that all reporting should be based upon the supervisor hierarchy (email or employee ID) with supervisors seeing only their team or all teams "below".
    The department-team hierarchy alignment (primarily used for financial reporting vs organizational reporting) should be secondary as the data can change and follows the employee.

    Having this automated would go a long way in reducing the administrative overhead that my team spends maintaining accuracy of our learning reporting.

  • Guest
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    Mar 10, 2022

    We send the supervisor assignment via the API and it works good.

    But the two points mentioned by Guest (Jan 4th) are for us interesting as well.

  • Guest
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    Jan 21, 2022

    Having the function to upload a Manager/Supervisor as part of the hierarchy, where they can view their team would, would remove the need to manually update each user.

  • Guest
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    Jan 4, 2022
    1. Supervisor Hierarchy - It would be good to add the Supervisor as an option for organizational hierarchy like the Department. The idea being that at the top of every organization is a CEO (or similar job) and that CEO will have other C-Levels reporting to them and those C-Levels will have their direct reports down the organization to Managers/Supervisors. Having this would expand significantly the enrollment and reporting capabilities of the system to include just the "Is Only" Supervisor or "And Sub-Supervisors Of" to enroll or report on Supervisor's or Sub Supervisors in the hierarchy like we have already in departments

    2. Supervisor Role - Supervisors don't just run reports, they also manage and enroll their direct reports. Having a role for Supervisors that would be editable by client and would be assigned automatically to users identified as Supervisors of users would significantly expand the Supervisor function and also reduce the maintenance of assigning the role and users to each Supervisor. This would also expand the User Management functionality beyond Department and Groups where Supervisors could automatically see their direct reports based on the User Import that identifies Supervisors by user.

  • Guest
    Reply
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    Oct 22, 2021

    Yes, yes, yes to this idea! We have worked around this by creating a "department" for every supervisor, but the admin for this is extremely time-consuming. When employees are assigned to new supervisors, we have to change their department and supervisor information, one by one. And when supervisors shift (which happens frequently), we have to re-work the department structure. We are not a large organization (~1200 employees). This issue must be exponentially more difficult in larger organizations.

  • Guest
    Reply
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    Sep 23, 2021

    Hi Robert, Looking forward to this session! I definitely want to be a part of the conversations as this is one of our biggest needs. There are really two aspects of our need:

    1. Like Michael, we also need the ability to mass import or mass assign a supervisor. Right now, this is very time consuming because we have to enter supervisors 1 by 1. The workaround given to us is a custom field, but that adds confusion for our training admins to have two fields and having free fields leaves too much room for error.

    2. The second need is to have the admin side of the portal automatically filter to that persons team. We have multiple supervisors per department and we do not want them seeing the employee data for those that they do not manage. In addition, with hundreds of supervisors, it is really not feasible for us to be able to train and help everyone create their reports. The workaround that has been provided to us of groups is not a solution. Anyone in the system can see created groups. We cannot have departments seeing each others employee names plus that would be hundreds or groups based on employees that are continually moving in and out of role.

  • Admin
    Robert Szustakowski
    Reply
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    Sep 22, 2021

    Thank you everyone for your interest in this feature, we’ll be scheduling a session to elicit additional feedback on your requirements for extended supervisor functionality to understand the needs around this request more completely.

  • Guest
    Reply
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    Sep 22, 2021

    You cannot currently mass assign someone's supervisor. You can mass assign departments.

    For large organizations, if this idea was implemented I would also like to see a way to assign the supervisor field via User Import.

37 MERGED

Supervisor column in Learner Activity report

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Supervisor is not available on the to add a column for, it would be easier to filter and organize Learner Activity report
almost 3 years ago in Admin Experience / Reporting 3 Currently Available
16 MERGED

Add Supervisor Column/Filter to Course and Curricula Activity (and other) Reports

Merged
It would be greatly helpful if we were able to filter curricula and activity (and hopefully most other) reports by supervisory relationships so that we can easily send supervisors reports that are relevant to their teams since many times superviso...
over 2 years ago in Reporting 1 Currently Available