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If you are a manager with reportees, you will see the Manager/Reportee link on the sidebar. Depending on the configuration and layout that has been selected, the Manager/Reportee screen can be a convenient place for managers to view information about their reportees, as well as sign off items of content from a reportee’s evidence portfolio, view answers to comprehension questions, approve access to SCORM courses, and approve event attendance requests.

The layout of the Manager/Reportee screen is usually configured by an admin in Design Studio during the creation of a Fuse instance. A default layout for the Manager/Reportee screen can be configured for all managers across Fuse, using the Default Manager Dashboard tab in Design Studio. Alternate layouts for the Manager/Reportee screen can be created for users with certain options selected in their profile (for example, users with different custom roles) using the Manager Specific Dashboard tab in Design studio.

Prerequisites

The Manager/Reportee screen is only available on the sidebar if you have reportees assigned in your user profile. If you do not have reportees assigned to you, the link is not visible on the sidebar.

Accessing the Manager/Reportee screen

To access the Manager/Reportee screen:

  1. Expand the sidebar.

  2. Click Manager/Reportee.

    The Manager/Reportee screen appears.

Configuring the default Manager/Reportee screen layout

If you are an admin, you can define the default layout of the Manager/Reportee screen, which is applicable to all managers across Fuse automatically. This layout can be configured using the Default Manager Dashboard tab in Design Studio.

  1. Expand the sidebar, click Admin.
    The Admin Panel appears.

  2. Click Design Studio.


    Design Studio appears.

  3. Click the Default Manager Dashboard tab.

  4. Drag the desired widgets onto the layout grid and resize them to the desired width. For a list of available widgets, see the Available widgets section below.

  5. Click Publish.

    The layout is saved.

Configuring the Manager/Reportee screen layout for specific role types

If you are an admin, you can define the layout of the Manager/Reportee screen for users with specific custom options selected in their profile. This can be done using the Manager Specific Dashboard tab in Design studio. If you create a specific layout for users with a particular custom option selected in their profile, they will see this alternate layout instead of the default layout set in the Default Manager Dashboard tab in Design Studio.

For example, you might have a custom profile field in each user’s profile called “Management”, with the options for regional managers, such as Stockholm managers, New York managers and Paris managers. You might customise the layout of the Manager/Reportee screen for each of these regional manager types, so a different layout applies to each one. If a user has a specific custom option selected in their profile, they will see the layout that is applicable to them.

  1. Expand the sidebar, click Admin.
    The Admin Panel appears.

  2. Click Design Studio.


    Design Studio appears.

  3. Click the Manager Specific Dashboard tab.

  4. Click Settings.

    The Settings popup appears.

  5. From the dropdown, select your a custom profile field from the dropdown.

  6. Select the By ticking this I accept that I am responsible for the consequences which will occur checkbox.

  7. Click Save.

  8. From the Edit Layout dropdown, select the profile field option that will apply to this layout. For example, you want to configure the layout for users that have a “Management” option selected in the Role field of their profile. Any users who have this option selected in their profile would see this layout. when accessing the Manager/Report screen on the sidebar.

  9. Select either Use "Default Manager Dashboard" layout or Use custom layout option.

  10. Drag the desired widgets onto the layout grid and resize them to the desired width.

  11. Click Publish.

    The layout is saved.

Available widgets

The following widgets can be added when configuring the Manager/Reportee screen in both the Default Manager Dashboard and Manager Specific Dashboard tabs:

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