The Analytics area of your platform is incredibly powerful, capable of providing the insights necessary to drive data-led decisions in your organisations. This tool can also provide invaluable information to managers to help shape performance and improve the experience for their direct reports.
Access to Analytics can be configured on both a group basis, for several employees who require the same level of access, or on an individual user basis, for those who require bespoke access to specific Analytics pages. To learn more about configuring analytics access see our article Configure Analytics Access.
This article covers:
- What is Default Manager Access?
- How to Setup Manager Analytics Access
- How to View and Disable Manager Analytics Access
- How Update or Remove Manager Access
What is Default Manager Access?
This feature allows you to set and update analytics access in the one place for your largest cohort of Analytics users - your Managers, Supervisors and Leaders. You can use this feature to set a standard access and page view for 22 of the 31 current Analytics Pages for any user who has subordinates. This permission group automatically restricts access to data based on their report tree only. This report tree extends beyond the analytics users immediate reports to the entire reach of their subordinates.
- When configuring manager access you can select any or all of the 22 analytics pages as a standard access for all managers
- In addition, for each Analytics Page selected, you can choose to allow access to the Row Data table or not.
- By default, access to each page is restricted to Form Data of the subordinates only where the completion Recipient is "Supervisor". Customers can expand this access by allowing access to Form Data for All Recipient Types in the page.
Another exciting feature of Manager Access is completed forms that were previously hidden behind the Feedback Tab on the Profile can now be accessed through the Analytics pages directly. Managers can now view check-ins for example through the analytics pages versus going back to emails. Presently, this is locked to Form Designs of people currently in the report line. Managers will be unable to view Past Reports.
Note: Caution must be applied when allowing access to view Completed Form Data for all recipient types, as this could allow a user to access completed forms not intended for them. For example an onboarding feedback intended for the HR team, could have information about the manager and be made available to them, if All Form Data for all recipient types is configured.
How to Setup Manager Analytics Access
1. Navigate to Analytics >> Discover >> Analytics Settings.
2. Under Access and Permissions, select Analytics Pages and Form Data.
3. Under Default Manager Access, click Setup Manager Access. Here you will be able to enable analytics access for all managers or a subset of managers.
4. Select all the Analytics pages you would like managers to have access to and select Continue.
5. Define the level of data access you would like the user to have for each individual Analytics page you selected in step 4 and select Confirm.
- Row Data - Access to the row data will allow managers to view the specific employee data the Analytics originate from.
- Custom Fields - Access to custom fields will allow managers to customise the Analytics data and will allow them to filter by custom fields listed on employee profiles.
- Completed Form Data - Access to view completed form data will allow managers to access form responses, regardless of whether they were a completion recipient or not. By default the analytics page for this permission is restricted to completed form data only where the Completion Recipient is Supervisor. Selecting this option may allow access to completed forms not intended to be reviewed by a Supervisor of the respondent.
Once Configured, all users with subordinates will have immediate access to the pages set as default. As users gain subordinates, the Analytics tab will automatically appear on their Left Hand Navigation bar. Similarly, at the time they no longer have subordinates they will lose access to the Analytics as they will no longer meet the definition of a "Manager" so to speak.
When new users are added to the platform and they take on Subordinates, they too will automatically receive access.
How to View and Disable Manager Analytics Access
1. Navigate to Analytics >> Discover >> Analytics Settings.
2. Under Access and Permissions, select Analytics Pages and Form Data.
3. Click View All.
4. To disable manager access for individual users, select the ellipsis (3 dots) on the right of their name.
5. Click Disable Manager Access.
All users with Disabled Manager Access will be listed at the bottom of the page
How Update or Remove Manager Access
To update:
1. Navigate to Analytics >> Discover >> Analytics Settings.
2. Under Access and Permissions, select Analytics Pages and Form Data.
3. Click Update Manager Access.
4. Select all the Analytics pages you would like managers to have access to and select Continue.
5. Define the level of data access you would like the user to have for each individual Analytics page selected and press Confirm.
To remove:
1. Navigate to Analytics >> Discover >> Analytics Settings.
2. Under Access and Permissions, select Analytics Pages and Form Data.
3. Click Remove Manager Access.
4. Confirm removal by selecting Remove.