In this article, we'll explain the view that senior managers get in Perform.
Senior managers in Perform get a 'drill down' view that allows them to see beyond their direct reports to look at the people in the teams underneath the people they manage. This gives senior managers an understanding of what's happening throughout the whole chain of the hierarchy.
We'll cover:
Please note that the drill-down view for senior managers is an optional setting in Perform. Please contact the Support team to switch on the Senior manager view.
How drill down looks to senior managers
Senior managers will see a drill down link next to a team member's name, when that individual is also a manager:
In this example, senior manager Jeanetta Debartolo can drill down to see activity for the Layla's team and down another level to see activity for Trisha's team. Note that the breadcrumb shows the position in the hierarchy:
What senior managers can, and can't see
When drilling down beyond their direct reports, Senior managers get a restricted view of colleagues' profiles. Full detail is mostly visible only to the team member and their manager, to protect personal information.
In drill down view, a senior manager can:
- View objective progress
- View review progress
- View full details of development activities
- View Content of a review (as long as this has been switched on by the Support team)
In drill down view, a senior manager can't:
- View or request any Feedback
- Add commentary and attachments for objectives
- Add commentary and attachments for Development activities
Get deeper learning in The Academy
If you’re new to Perform, view Perform walkthrough and see how Perform looks to Users, Managers, and Administrators.
For the complete picture - including best practice advice, and hints and tips from the Kallidus team - view the Get started: Perform Course.
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