The Manager role was created because HR teams want a way to collaborate with Managers on performance issues and other relevant cases within AllVoices. This new, more restricted role empowers Managers to proactively address employee issues in partnership with HR teams to resolve employee issues more effectively.
Having a role in the platform helps provide Managers with more clarity on how to handle employee issues that come up on their teams, and increases accountability for taking action in line with the organization’s best practices.
With step-by-step guides, expert backed templates and seamless workflows, our Performance Improvement Workflow helps Managers collaborate with HR teams to systematically improve performance issues.
Manager Permissions
What Can the Manager Role Do?
Managers can:
- Access limited case information only for cases that are shared with them
- Excluding: Case Activity, Messages, Investigations and Employee Details
- Includes: Case Summary, Linked Cases (only those they have access to), Assigned Admin (can view, cannot assign), Priority (can view, cannot assign), Attorney Client Privilege (can view, cannot assign), Case Details excluding employee details via HRIS Integration, and viewing (not adding or managing) admin access
- Add notes, mention admins and upload relevant files and attachments on the cases that are shared with them.
- Manage Performance Improvement Workflows and create a Performance Improvement Workflow *if they have case access.
What Can the Manager Role Not Do?
Managers cannot access:
- Charts
- Pulse surveys
- Investigations
- Employee data via HRIS
- Messaging
- Benchmark Analytics
- They cannot administer or create cases
- Cannot Assign, Resolve, Mark Priority, Mark A/C Privilege
- Cannot view employee case history
Manager Role: Case Manager Access
Managers can be added to cases by other administrators under ‘Manage Access.’ Once granted case access Managers will be able to view limited case information.
Manager Notifications
Managers are notified by email of the following:
- When a case is shared with them
- Note: Managers can only be granted restricted access to cases if added under “Manage Access” by another admin with access. Managers cannot be granted access via routing rules, or case assignment.
- When a Performance Improvement Workflow is assigned to them
- When they’ve been mentioned in a note by another admin
- When a document is shared with them
Manager Role: Performance Improvement Workflow Access
Managers have default edit access to Performance Improvement Workflows if they have access to the related case or if they are the ‘Assigned Manager’ on the Performance Improvement Workflow.
If they have case access:
The Manager can navigate to the Performance Improvement Workflow via the case list view by clicking on the Performance icon.
If they do not have case access but are the ‘Assigned Manager’ on the Performance Improvement Workflow:
The Manager will only be able to view the Performance Improvement Workflow and will see a lock icon next to the Case Name on the Case Manager view.
Note: This gives Owner, Primary and Sub Administrators greater flexibility to administer the case as they see appropriate; by excluding the Manager from the full case, your AllVoices Admins are free to add additional details they do not want visible to the Manager.
FAQs
Do I need to have the Performance Improvement tool enabled to utilize the Manager role?
No, the Manager role is available to all customers in the Admin Settings of your Owner’s dashboard. Managers can be granted view and comment-only access to cases as admins deem appropriate. While we recommend utilizing our Performance Improvement Workflow to alleviate the challenges of managing performance improvement issues, it is not a requirement.
Can Managers create cases in their AllVoices dashboard?
No, at this time Managers cannot create cases.
Can Managers be assigned cases?
No, the Manager role is intended to be a collaborative, not administrative role. They cannot take action on cases beyond viewing limited case information, adding Notes, mentioning admins on Notes, and uploading files.
Can Managers message employees?
No. Owners, Primary Admins and Sub Admins are the only Administrators that can message employees.
Can Managers be added to Routing Rules?
No. Managers cannot be added to a Routing Rule. Managers can only be granted access to cases when added by another Admin under Manage Access.
Can Managers be assigned to Investigations?
No, Managers have no access to Investigations and cannot be assigned as an Investigator.
Can Managers view Case Activity?
No, Managers cannot view Case Activity or historical changes made to the case.
Can Managers view employee profiles or employee details via HRIS integration?
No, Managers cannot view employee profiles and cannot see employee data that is synced through the HRIS integration beyond name and email.
What happens if I change a Manager’s’ role?
If you change an Admin’s role from Manager to Sub, Primary, or Owner, they will retain explicit access to any cases that were previously shared with them, however their permissions to that case will now reflect their new role.
Please reach out to support@allvoices.co if you have any questions.