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Manager's View (part of Profile)
Manager's View (part of Profile)

Manager's View facilitates data-assisted dialogue between managers and their employees and is the extension of the employee Profile.

Laura Tierney avatar
Written by Laura Tierney
Updated over a week ago

Estimated read time: 5 - 7 minutes

What is Manager's View

Manager's View is an extension of the employee Profile that enables managers to get an overview of their team's activity, training, and other data to facilitate a data-assisted dialogue between managers and their employees.

Furthermore, Manager’s View makes it easy for managers to reach out to any of their employees by enabling them to call, text, or email them directly within seconds (if the information is registered).

Special features for managers

  • Add a new employee (if contacts are not synced via integration to the company HR system).

  • Access your employees' profiles to call them or send them an email/message and edit their contact information.

  • Send the app to an employee.

  • Restrict access to the app for an employee.

How Manager's View works

Before introducing Manager's View, your company needs to have mapped who refers to whom. With this information, Actimo automatically maps out who the managers and the employees are in your organization.

Most HR systems and directory services support this option where you can see the manager responsible for specific teams. When enabled, Manager's View will show up on the Profile page for managers and employees respectively.

Set up manager-employee relations manually

If you don't have automatic sync from your HR system, you can set up manager relations for your contacts manually. Here’s how:

  1. Open a contact card;

  2. Click on the Relationships tab and then Pencil icon;

  3. Type in the name of the manager and save it.

Import manager relation on several contacts

You can add manager relationships to more contacts at once with an Excel import:

  1. Go to Groups;

  2. Click on 'Create group' and select the 'Import Excel' option;

  3. Download the template and add the relationships before importing the file again.

This option will help you to know what contacts belong to a specific manager.

Tags: Mangers view, profile, admin, restrict access, contacts, groups, management, distribution, app

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