What will I learn from this article? | How managers are automatically given logins & assigned to their teams via the HRIS integration |
Who is this article for? | Administrators |
Automated manager logins
Any users in your HRIS who are listed as being a manager with a set of direct reports, are added to WeThrive as Manager Bubbles and given manager logins.
The first time they are added to WeThrive as a Manager, they will be sent an activation email to set a password for their own manager login.
The manager's set of direct reports will also automatically be assigned to them.
These details are kept up to date with every sync.
Reporting lines & manager hierarchies
You have the option to set up a hierarchy of access for managers. This can be switched on or off by your Account Manager.
If switched on:
Your teams will be assigned to their immediate line manager.
These teams will also be assigned their line manager's manager.
This continues up the chain and can mean a reporting line of 4 or 5 managers in larger organisations.
This gives the senior managers an overview of their own direct reports as well as visibility of the line manager groups that sit beneath them.
Here's an example:
Bob manages the Sales team.
Jane manages the Marketing team.
Bob and Sally both report to a senior manager called Elliot.
Bob is assigned to all members of the Sales team.
Jane is assigned to all members of the Marketing team.
Elliot is assigned to Bob and Sally, who are his direct reports.
Elliot is also assigned to all members of Bob and Sally's teams.
This gives Elliot access to his direct reports as well as the teams they manage.
If switched off:
Your teams will only be assigned to their immediate line manager.
Only the line manager will have access to the individuals in their team (as well as the admins/execs who have an org-wide overview).
Senior managers will not have visibility of the employees that report to the line managers that sit beneath them.
Here's an example:
Bob manages the Sales team.
Jane manages the Marketing team.
Bob and Sally both report to a senior manager called Elliot.
Bob is assigned to all members of the Sales team.
Jane is assigned to all members of the Marketing team.
Elliot is assigned to Bob and Sally, who are his direct reports.
Elliot does not have visibility of Bob's Sales team members, or Sally's Marketing team members.
What happens if I make someone an Administrator or Executive user?
If you give someone Administrator or Executive user access to WeThrive, the user's role will be maintained and is not overwritten when WeThrive next syncs with your HRIS.
Assigning employees to Administrators and Executives
If your Administrator or Executive user has a set of direct reports, they will be assigned their direct reports.
However, these user types are only ever assigned to their direct reports.
Even if the manager hierarchy is switched on, giving senior managers access to line manager groups that sit beneath them, Administrators and Executive users are still only assigned to their direct reports. This is because these 2 user types already have full access to view all manager groupings.