👩💼Managers
You can manage manager to learner relationships in Affinity for finer oversight needs.
Last updated
You can manage manager to learner relationships in Affinity for finer oversight needs.
Last updated
Any learner can be configured to be a manager. A manager will be able to view reporting data for any of their learners. They do not have assignment privileges, just reporting privileges, for accountability purposes.
A learner can have 0 or many managers. That's right, it's possible for a learner to have more than one manager. This is sometimes useful in the cases where organizations want multiple levels of accountability or have a duel manager structure like that of a HR manager and a technical manager.
Admins are responsible for adding learners to a manager or adding managers to a learner. This can be done via the CSV bulk upload or the internal admin UI.
To add a learner to a manager, navigate to the Learners tab and then choose a learner of interest who should be a manager. You will see 3 tabs: Assignments, Managers, and Reportees. Click on the Reportees tab.
After that you will click on the add button to add a new reportee and see an experience like the one below.
Choose a learner to now be managed by this person by clicking on them or filtering and clicking on them. And click Add once you have selected the desired learner.
This will then add them to the list of reportee learners for the current manager learner.
If we then click on Simi's profile, we can see that Faraz is now listed as one of Simi's managers.
It is also possible to add managers to a learner through the bulk CSV import features. To do this you add the Manager_Email field and then put the email address of the learners manager in there.
The CSV import only supports adding managers, it does not support removals. And, the manager must already be an imported user.
To remove a learner from a manager, click on the delete action button on the right of the list view.
This will just delete them as a learner reportee, it does not delete the learner themselves.
It is also possible to add a manager to a specific learner. To get started, navigate to the details page of the desired learner whom you would like to add a manager to.
Click on the Add Manager button to begin finding and adding the desired manager.
After clicking Add, this manager will be added to the learner.
You can click on the delete action button in the managers tab next to the manager you wish to remove. Note that this will not delete the manager as a learner from your system, it will only delete them as a manager role from this particular learner.
Learners who have the manager role will now see a Mananger Dashboard tab in their learners view.
Clicking on this tab will show summary stats of all their learner reportees.
You can click on any of the learner reportee rows to show line item data about each course they have been assigned.
Managers have the ability to manually nudge their learners in different ways:
Nudge all of their learners at once
Nudge a specific learner
Nudge a specific learner about a specific assignment
