Person to Person Reporting

Person to Person Reporting hierarchy is one of the two ways to create managerial relationships in LatitudeLearning. It can be considered direct reporting – in the simplest terms – and allows for mangers to be directly assigned to a user’s profile. With Person to Person Reporting, in addition to Organization, Position, and Role, there will be a fourth area that is used to assign managers.

It is very easy to assign managers to a population of students. If you are starting with a new LMS, you can use the User Import Template and include manager Usernames for every user’s personal data row. The User Import tool will assign the manager listed for each employee. When you go into an employee’s user profile, you will see all the managers listed for that individual. The User Import tool will also prevent circular managerial assignment. Meaning a subordinate cannot be a manager to his manager.

On the other hand, an LMS administrator can manually assign managers by editing the User Profile page, by traveling to the Managers profile component and adding a manager. In the screenshot below, one manager has been assigned through user import and the administrator has the option to add additional managers by clicking "Select a Manager".

Person to Person Reporting is helpful when managers supervise across departments. In the example below, Rita is a Service Manager who is required to assign training and review progress of a handful of employees – not all of which are in the service department. Raul is an employee who may or may not be in the service department and in his user profile, Rita is assigned as his direct manager.

Person to Person Reporting is the ideal solution for your training LMS if your organization directly assigns subordinates to managers. With Person to Person Reporting, LatitudeLearning offers the ability to support contemporary managerial relationships, especially when these connections cross functional areas.