Organization Dashboard: Visibility for Indirect and Organization Managers
This release extends the Manager Dashboard into an Organization Dashboard, giving organization managers and indirect managers centralized, configurable visibility into team learning, assignments, and activity data. Managers can switch between multiple reporting relationships within a single experience, while administrators configure all dashboard settings from one unified preferences page. The enhancement is available for single architecture customers and enabled by default.
What's New
- Extend dashboard access to organization managers, indirect managers, and custom employee relationships.
- Switch between multiple reporting relationship views using a dropdown selector within the dashboard.
- Configure direct manager and organization manager experiences from one centralized preferences page.
- Assign layout audiences using up to three organizational units and prioritize layouts via drag-and-drop ordering.
- Define which employee relationships are associated with each organization manager layout.
- Configure tabs and widgets such as My Team, Learning Activity, Learning Assignment History, and Overdue Assignments.
Details
Description
The Organization Dashboard extends the existing Manager Dashboard experience beyond direct managers to organization managers and indirect managers. It provides a centralized, configurable view into team learning, assignments, activity data, and reporting insights for the employee groups each manager supports, including those connected through custom employee relationships.
Managers who belong to multiple reporting relationships can switch between relationship views directly within the dashboard using a dropdown selector. As they switch context, the dashboard refreshes automatically to display the relevant reportees and associated learning data, without leaving the experience.
Business Need
Many organizations manage employees through more than traditional direct reporting lines, relying on branch managers, regional leaders, project owners, and indirect supervisors for learning oversight, compliance monitoring, and workforce development. Historically these managers lacked centralized visibility into their team's learning activity, creating operational inefficiencies and an increased reliance on manual reporting.
By extending the dashboard to organization and indirect managers, this enhancement removes the dependence on manual reporting processes and gives the right managers direct access to meaningful data. This enables faster decision-making, stronger operational oversight, and a configuration model that lets organizations tailor the experience to how their workforce and reporting structures actually operate.
Key Features
- Dashboard access is extended to organization managers, indirect managers, and users connected through custom employee relationships.
- Managers belonging to multiple reporting relationships can switch between relationship views using a dropdown selector, with the dashboard refreshing automatically.
- Administrators can configure both direct manager and organization manager experiences from a single centralized dashboard preferences page.
- Administrators can assign audiences to each layout using up to three organizational units and prioritize layouts through drag-and-drop ordering, with the highest priority matching layout applied automatically.
- Administrators can define which employee relationships are associated with each organization manager layout.
- Administrators can create and edit layouts and configure tabs and widgets such as My Team, Learning Activity, Learning Assignment History, and Overdue Assignments.
Deployment & Considerations
This enhancement becomes available in stage and preview environments starting with UAT availability and subsequently in production. It is available for single architecture customers and is enabled by default. A new View Manager Dashboard permission grants managers access to the dashboard experience, and administrators must have the Manage Manager Dashboard permission enabled to configure these settings.
Custom employee relationships are managed separately under Admin, Tools, Core, Manage Employee Relationships, and customers already using them should configure the Organization Dashboard alongside their Employee Relationship setup. Note the following limitations in this initial release: work council regulations are not supported for the organization manager dashboard experience; user profile visibility settings can only be edited for direct management, with organization managers inheriting those settings automatically; and the Skills Matrix and People Matrix widgets remain available only for direct managers.