Delegated Access for Shared Reporting Lines

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Within the platform, permissions between supervisor and their direct reports control what a user can see or do on a particular employee’s profile. Some businesses may require a shared reporting line where two or more managers share reporting responsibilities over employees.

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This article covers:

• Scenario Description
• What permissions are needed for this delegated access?
• How to Set-Up Delegated Access

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Scenario for Delegated Access for Shared Reporting Lines

In the scenario that:

Shared reporting lines where two or more managers share reporting responsibilities over employees.

Example:

Ben, Chelsea and Dimitrij manage Yan and Emily on rotating shifts. They need access to each other's firect report's diary notes, training records, personal contact information, medical conditions and emergency contacts.

1. Map out who needs access to which person/group of people

For the example above we need to set up 6 sets of delegate access (2 per person)

2. What permissions are needed for this delegated access?

Create, Edit and View Diary Notes for Subordinates

• people.diary_notes.create/edit/view#subordinates

Create Edit and View Training Records for Subordinates

• people.training.create/edit/view#subordinates

View Personal Email and Phone Numbers

• people.email_addresses.personal.view#subordinates
• people.phone_numbers.personal.view#subordinates

View Medical Conditions for Subordinates

• people.medical_conditions.view#subordinates

View Emergency Contacts for Subordinates

• people.emergency_contact_details.view#subordinates

3. Set up a permission group with these permissions enabled

4. Set up Delegated Access

• Navigate to Settings >> Delegated Access
• Click Create New Delegated Access

Select the permission group we created in Step 4

5. How will we know that delegated access is set up correctly?

• To determine that delegated access is set up correctly, we will need to ask Ben,
  Chelsea or Dimitrij to log in and view each other's direct reports
• Can they action and view all of the things we outlined above?

Note: This is an advanced setting and therefore if you are unsure of how to complete the steps above; contact the Support Team to coordinate arranging assistance with a Customer Success Team Member via a chargeable professional service who can then help you provide delegated access to employees and training on the subject.