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Manage Relationships

This task is used to configure the Organizational Structure relationships. Assigning Line Manager, Team leader & Endorser and Mentor relationships.

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Note

Note: The Search functionality is based on the persons Name, NOT the email address

Mode Switching

You are able to switch the focus Mode for viewing and managing the relationships using 2 different Modes:

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Employee focus (as shown above)

  1. In the above Employee

    Sophia Lawrence

    Alana Lim has been selected, and the Leadership Name list shows that

    Donna Profile

    Reda Alkire is the Team Leader WITHOUT Approval and Kristal Esh is the Line Manager

    (Relationship Type)

    for

    Sophia

    Alana.

  2. The Select from list is showing the list of people who currently have no relationship with

    Sophia

    Alan, but able to be selected and Assigned As (if required) either as:

    • Team Leader

      • With or without Approval

    • Line Manager

    Endorser

      • With or without Approval

    • Mentor

      • With or without Approval

  3. Leadership focus (as shown below)

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    1. In the above Leader Sophia Lawrence has been selected Raphael is now selected as the Leader, and the Employee Name list shows the list of people have been assigned (related) to Sophia Lawrence. In some cases Sophia is their team Leader, and others she is assigned as their Line ManagerRaphael. Raphael is the Line manager for Zhen Zhou for example.

    2. The Select from list is showing the list of people who currently have no relationship with SophiaAlan, but able to be selected and Assigned To (if required) either as:

      • Team Leader

        • With or without Approval

      • Line ManagerEndorser

        • With or without Approval

      • Mentor

        • With or without Approval

  • The ability to assign a Leader for approvals will depend on the Admin Manage Features & Settings/Who can approve self-assessed profiles? selection.

    • i.e. The ability to assign a leader with the default selection, (which includes the ability to approve profiles), will only be offered if that Leadership type has been selected to do approvals.

    • The WITHOUT Approval version will always be offered.

Approval vs WITHOUT Approval

If you wish to assign a Leader to someone but you do NOT wish for them to have the ability to approve the individuals Skill Profiles, you can assign them as the leader with the equivalent WITHOUT Approval button. This will mean:

  1. They will NOT receive the Request Approval Emails for that individual based on this relationship.

  2. They will NOT have the ability to Approve their Profile based on this relationship.

Note

Profile approvals can also be granted via the Admin Approve SelfAssessed functionality. If the same leader assigned here has been granted Admin Approval permissions:

  • They will still receive the Approval Request emails.

  • However, their ability to approve the individual assigned here will be overridden by this relationship. i.e. They will NOT be able to approve the individual/s assigned here.

On this page:

Table of Contents

Relationship Types

Relationship

Description and Usage

Team Leader

With or WITHOUT approval

Assigning someone as a Team Leader to a set of people, will allow that person to have access to:

  • Provide an interface for them to interact via their Planner with the People assigned to them through the My People tab via their Planner:

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  • For the people assigned to them they will be able to:

    • View their current status and Requirement assignments

    • Generate an Activity Statement report

    • View the skills profiles of the People assigned to them (Self Assessed and Endorsed (If applicable)

    • View their Action Plans

    • View (and download) their Evidence

    • Have access to Analytics based on the Team members (only)

    • With Approval (Default) - Approve Self Assessed Profiles when requested (Provided this has been enabled)Have access to Analytics based on the Team members (only)

    • WITHOUT Approval - Unable to approve Profiles via this relationship interface.

Line Manager

With or WITHOUT approval

The main difference between a Line Manager and a Team Leader from a system perspective is the ability for a Line Manager to make changes to a persons Action Plans. This based on an assumption that a Line Manager may have budgetary (financial) responsibilities, and therefore may need to veto or assign/approve development actions based on financial restraints.

Assigning someone as a Line Manager to a set of people, will allow that person to have access to:

Assigning someone as an Endorser to a set of people, will

  • Provide an interface for them to interact via their Planner with the People assigned to them through the My People tab via their Planner:

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    For the people assigned to Endorsers, the Endorser them they will be able to:

    • View their current status and view/change their Requirement assignments

    • Generate an Activity Statement report

    • View the skills profiles of the People assigned to them (Self Assessed and Endorsed (If applicable)

    • View/Change their Action Plans

    • Make changes to their Action Plans

    • View (and download) their Evidence

    • Have access to Analytics based on their assigned people (only)

    • With Approval (Default) - Approve Self Assessed Profiles when requested (Provided this has been enabled)

    • Have access to Analytics based on the assigned members (only)

Endorser

    • WITHOUT Approval - Unable to approve Profiles via this relationship interface.

Mentor

With or WITHOUT approval

Mentor is a special relationship. It can be established as an outcome of the Mentor/Mentee processes, or assigned directly from here.

Mentors allow that person to have access to:

  • Provide an interface for them to carry out Endorsements interact via their Planner with the People assigned to them through the Endorsements My People tab via their Planner:

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  • Note1: Endorsers are have the ability to create an Endorsed profile for someone even before that person has been assigned for Self-Assessment or completed their Self-Assessment.

    • Once the person has completed their surveys and generated their account credentials, they will then be able to see their own Endorsed Profile as well.

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    • For the people assigned to

    and Endorser, the Endorser

    • them they will be able to:

      • View their current status and their Requirement assignments

      • Generate an Activity Statement report

      • View the skills profiles of the People assigned to them (Self Assessed

      Profile

      • and Endorsed (If

      one exists

      • applicable)

      • View

      their Evidence (Pending) (If any exist)

    • View their Endorsed Profile (If it already exists)

    • Create their Endorsed Profile if it does not yet exist

    • Edit their Endorsed Profile if it already exists

    • Match the profiles to the assigned Requirements (Jobs)

Note2: Endorsers are generally (from a Best Practice perspective) expected to be independent SFIA Consultants (Accredited) and not have any biases that could influence their Endorsement of a persons Skill Profile. Endorsements by Leaders could diminish the leader/Employee relationship, and reduce the Employee Experience

      • /Change their Action Plans

      • View (and download) their Evidence

      • Have access to Analytics based on their assigned people (only)

      • With Approval (Default) - Approve Self Assessed Profiles when requested (Provided this has been enabled)

      • WITHOUT Approval - Unable to approve Profiles via this relationship interface.

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