Configure the Manager's Dashboard for Specific Manager Types

You can allow specific manager types to view engagement and interaction analytics on a manager’s dashboard and take employee-related actions from My Team > Touchpoints.

You can configure this using the Touchpoints Configuration task available as part of quick actions in My Client Groups > Show More.

Using this task, you can allow data access to specific manager types, such as a project manager or a resource manager (that is, a matrix manager who's already configured in Global HR). You could also allow data access to all manager types, which includes line managers and matrix managers.

Note: A line manager will always have access to the manager’s dashboard, regardless of the selection you make in this task.

This configuration will impact the following interaction analytics and tasks that the selected manager types can view and perform. The list of employees considered for these analytics and tasks will be specific to the manager type with whom they have a work relationship.

Summary tab

• Team – Average Interactions
• Team – Average Check-ins
• Interactions chart
• Pulse score comparison chart
• List of employees displayed in the Upcoming check-ins, Overdue check-ins, and Low pulse scores sections

Employees tab

• List of employees
• Actions such as scheduling check-ins, providing feedback, requesting feedback, or sending awards and recognitions.

Note: Using the Touchpoints Configuration task, you can also configure the number of past days for which overdue must be displayed and number of future days for which upcoming check-ins must be displayed on the Summary tab.