Sharing Goal Reports with Managers and Contributors (admin)
Introduction
Admin users within PerformYard have the ability to create reports containing detailed information about the assigned goals across their organization. This goal data is useful and relevant to the assignee's manager or contributors. In these scenarios, companies can allow managers or contributors to gain view-only access to goal reports shared by an administrator. PerformYard will automatically filter to exclude data that should not be visible to the individual manager or contributor based on their chain of command or reporting structure.
Allowing Managers and Contributors to view Reporting & Analytics
Allowing managers and contributors to view Reporting and Analytics is a powerful tool that empowers these leadership roles to make informed decisions and drive performance improvements for those they oversee. To use this functionality, the Feature must first be set to Enabled. Once the Feature has been enabled, expand the Company Settings section on the Administration home page. Here, you will find a setting for enabling manager access and another for enabling contributor access. These settings give administrators the flexibility to share goal reports with managers only, contributors only, or both roles. To allow sharing with managers, ensure the dropdown selection for "Allow managers to view Reporting & Analytics" setting is set to On. To allow sharing with contributors, ensure the dropdown selection for "Allow contributors to view Reporting & Analytics is set to On.
Sharing a Report
Once enabled, administrators will have a "Share Report" option in the action menu for each goal report. Selecting this option will prompt the user with a window confirmation.
To share a report with managers or contributors in your organization, check the appropriate box (or boxes) in the Share Report With modal. Once you click Save, the "Shared With" column will then update to indicate the report is being shared with Managers.
Modal display when only "Allow Managers to View Reporting & Analytics" is enabled
Modal display when only "Allow Contributors to View Reporting & Analytics" is enabled
Modal display when both company settings are enabled
Sharing a report will grant view-only access to the report for all managers or contributors within the organization. Managers are those employees with at least one direct report. Managers will have access to the goal detail and employee data fields contained in the shared report for any of their employees or their employees' employees (and their entire chain of command). Those who are assigned as contributors to other employees will have access to goal and employee details for the team members they oversee. Shared reports will automatically apply filtering to ensure a manager or contributor can only view data for their appropriate team members and only view the data fields they have permission to view. For example, a manager cannot see goal data for employees outside of their chain of command. In addition to the automatic filtering mentioned above, managers or contributors viewing a shared report:
- cannot add or remove columns from the report
- cannot create, modify, share, or delete reports
Admin view
Manager/Contributor view
Removing Shared Access
Administrators can revoke shared access to specific reports or choose to remove view-only permissions for managers or contributors entirely.
To remove manager or contributor access to a shared goal report, navigate to the action menu for the respective report. Click "Share Report" and uncheck the box for the desired role or roles. Upon saving these changes, the "Shared With" column will update to reflect this change in permissions and that role will no longer have access to view that specific report.
To opt out of view-only permissions entirely, navigate back to the Administration home page and expand the section for Company Settings. Find the settings for allowing managers and contributors to view Reporting & Analytics and change the dropdown selection(s) to Off. After saving this change, those roles will lose access to all shared goal reports and administrators will no longer see the option to share reports with managers and/or contributors.