Create and Manage a Person-to-Person Reporting Hierarchy
Begin from the left navigation menu by selecting User => Search Users. Using the available selection criteria, find the targeted user and click Edit User Profile.
In the example above, both Susan and Andre manage Jean at the Albany location. If Susan's primary profile is in Boston and Andre's primary profile is in Buffalo, both Susan and Andre require an additional profile at Albany in order to have visibility of and approval/enrollment rights for Jean under their Direct Reports.
The Manager Experience
Any LMS user who is a manager of other users will have “Employees” and “Approvals” tabs enabled on his or her homepage. These dynamic information feeds allow training oversight of all users assigned to the same Organization with direct reporting relationships, as well as easy management of their approval requests.
The Employees tab is visible for managers in a supervisory Person-to-Person relationship.
The Location Employees view is the default view on this page. The manager’s role will determine who is displayed in this list at the supervisor’s Default Location.
All Managers, regardless of their roles, can use the All Direct Reports view to see employees at all locations who report directly to them.
The Department Certification view allows managers to view and set Goals for subordinates. The Department Curriculum view allows a manager to monitor progress of employees working toward department-wide curriculum goals. NOTE: Department Certification and Department Curriculum will only display subordinates at Manager’s default profile location or at a secondary profile location, if it has been activated on the My Details page.
The Approvals tab allows managers to approve pending Interests, Self Registration, and Enrollment requests from subordinate users in the manager's Default Location. To manage approvals outside of their Default Location, managers will have to open the My Details tab and activate other profiles.
When a user is assigned subordinates and has the "Role" of Location Manager and above, the manager can enroll their employees in courses. On the Enroll Others page, a manager can open the Choose Students picker and search for subordinates to enroll. User Search results will only display users who directly report to this manager from the same location. Learn more about this in by reviewing Enrolling Others in a Course.
Under Site Management > Edit Messages, the portal administrator can configure a specific message to send a carbon copy (CC) to a user’s manager under these conditions:
Once a CC is enabled for a message event, the direct and alternate managers with those roles for any user will receive the message when appropriate. There is no way to fine-tune which Location Managers and Location Administrators get the message for some users, but not others. One means of determining who in those roles will receive notifications for particular users is to view a manager’s Employees tab “All Direct Reports” view. When a message’s CCs are turned on for those roles, a manager will get copied on that message whenever it is sent to someone listed in their “All Direct Reports” view. Learn more here: Edit LMS Messages and Manage Automated Notifications.
LMS users assigned a Role above Location Manager -- Location Administrator, Instructor, Administrator, Portal Administrator -- have full oversight of all users within their assigned organizations. Ultimately, the list of users administrators will find in the Employees, Approvals and Enroll Others features is not restricted by either reporting hierarchy.