What is the Manager view in the platform?
The Manager view of the platform is similar to what you see as an administrator or HR employee.
A manager will have the same interface as you when they have access permission to the platform.
However, the data presented across the various results pages will be different from yours, as they will be exclusively related to the employees who report to the manager.
Thus, a manager will not have access to account management or survey preparation features, for example, as these tabs are reserved for administrators or HR employees.
Data presented to managers
By default, a manager sees results for all employees under them.
This includes their immediate team as well as employees who are managed by other managers under their supervision.
This data is prepared in advance, using the "Manager" column in the employee Excel file, and then maintained in the platform by administrators once the surveys have started.
Visualizing results for all employees under a manager
A director or HR employee can use filters and view results for a team by filtering on a specific manager.
By selecting a manager and keeping the filter on All hierarchical reports, you will see results for all employees, direct and indirect, under that manager.
Viewing results for a manager's immediate team
By selecting a manager and moving the slider, you can see the results for the different hierarchical levels available under that manager.
For example, a director could use this option to view results for their immediate team only in order to take targeted actions that meet the needs of their management team.