Learn how to assign and manage manager relationships in Bridge to reflect your organization's reporting structure.
In Bridge, you can assign manager relationships to reflect your organization's reporting structure.
Take a self-guided tour or read on below to find out more.
How to Assign Manager Relationships in Bridge
A Bridge user can be assigned as a manager of an employee or a group when importing users via CSV. Manager roles are automatically created when a Bridge user is assigned to a manager during the import.
1. Upload a CSV File
Select Admin > Users & Permissions > Manage Users from the primary navigation. Then click Add Via CSV.
You can either drag and drop a file or upload it directly from your computer.
Once the file is uploaded, you’ll be directed to the Add/Update Learners & Assign Managers screen.
Note: If your CSV file doesn’t contain column headers, make sure the box in the right-hand corner of the page labeled "This file has column headers" is unchecked.
2. Assign a Login ID
Drag the login ID key (the key icon) to the column that corresponds with the unique identifiers (also known as the login) for your learners.
After validating that there are no duplicate accounts, you’ll automatically be directed to step two.
3. Assign a Manager ID
Drag the manager ID key into the column that corresponds to the learners’ manager. The manager ID can either be the manager’s unique identifier (their Bridge login ID) or their HRIS ID.
If you don’t want to assign manager relationships or you don’t have a clone for this data, you can skip this step by clicking the tab for step three.
4. Add Other Data Fields
Lastly, you can select any additional data you’d like to import to a user’s profile in Bridge by dragging labels to the corresponding columns.
Bridge will generate a selection of labels, such as Email and First Name. To create a custom label, click New Field, enter your text, and click Enter. Then drag and drop the new field to the correct column.
Note: Columns of data without labels won't be uploaded.
5. Confirm Upload
Once you’ve added the appropriate fields to your headers, click the Finish button in the top right of the screen.
Then select Confirm to complete.
Tip: To learn more, read our guide, ‘How to Customize the Manager Role in Bridge.’
6. Check Relationships Work as Expected
Navigate to Admin > Users & Permissions > Manage Users, and select a learner from the list. The assigned manager will appear under the user’s name. Clicking this link will take you to their profile.
You can also view a list of managers’ direct reports from their profile. Under the manager’s name, you’ll see the number of direct reports. (e.g., Manages 7 people). This text is hyperlinked, click it to see their group.
Alternatively, navigate to Admin > Users & Permissions > Manage Groups to see a list of manager groups within your organization and the number of learners assigned to each.
An Overview of Manager Permissions
Assigning manager relationships can enhance existing Bridge features and provide greater insight into learning and development.
Managing Learners and Groups
Assigning relationships builds out manager groups. Managers in Bridge own a group called My Learners that contains all their direct reports. This group is system-generated and can’t be edited or deleted. However, they can create and edit custom groups.
Managers can navigate to the Admin menu, select Manage Users, see when an individual last logged into Bridge, send them a message, and check their learning progress. Alternatively, they can use Manage Groups to oversee and enroll the entire group in training.
Authoring Content and Enrolling Learners
Within Bridge, Managers can create content and enroll individual learners within their teams or the entire group. They can also search your organization’s content library to find existing training items for their teams.
View Learning Analytics
Managers can access team-specific insights in Analytics to view key learning metrics, such as enrollment and completion data.
With Bridge Talent Suite, they’re able to direct reports’ skills and gaps within a dedicated dashboard, helping them to make more informed development decisions.
Limiting Manager Permissions
If you’d prefer to limit permissions so managers can’t author content or enroll learners, go to Admin > General > Account Settings, then, in the Settings tab, turn on Limit Manager Permissions. This option will remove the Author menu from the primary navigation, limiting permissions to view users, send messages, and access insights inside reporting.
To grant additional permissions, create and assign custom roles, and configure the Manage My Learners Group permission.
Tip: Learn more about the Manager role and permissions.
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