Manager Insights v2

Introduction

Note: To enable this feature, please contact your Customer Success Manager or the Support Team —support@betterworks.com

The Manager Insights tab enables a dashboard view for managers to get better insights into their team's performance and activity in Betterworks. Using Manager Insights v2, will help managers to easily motivate/guide and help their teams for a better performance at an individual level and as well as at a group/team level.

  • Dashboard: Our new manager insights dashboard includes 10 metrics. These metrics will allow managers to understand their team's behavior and understand the potential growth where they need to motivate the team members.
  • Drill down functionality: Managers can click on any card in the dashboard and drill down into more details which helps to understand the ground reality at an individual level
  • Take Actions: Managers can also take action (send an email) to a particular employee  from the drill down page
  • Filters: There are filters at both the department and manager level

Access

Any user with manager permissions in Betterworks will have access to view Manager Insights v2 (if enabled by the administrators). Top level leaders are able to access this tab for both their direct reports and any users that fall in their hierarchy. 

Managers will only be able to see information on their immediate teams and cannot search for or view user information on users that sit within their reporting hierarchy. 

Admin Module Improvements

Once Manager Insights v2 has been enabled for your organization, administrators can determine the specific dashboard settings and benchmarks that will appear for users.

Administrators can update these dashboard settings by going to:

Admin → Program Management → Manager Insights v2 → Settings

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Insights Module Improvements

  • Overlay or side pop-up on detail page
    • "Own at least [#] objectives"
    • "Own at least [#] key results"
    • "Own at least [#] aligned objectives"

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  • Menu bar design moved from horizontal to vertical of detail page
    • This will help to accommodate more cards.
  • New field in the "manager" filter
    • This will allow the user to view the dashboard filtered by one or more selected manager's org.
  • New field in the "individual" filter
    • This will allow the user to choose an individual and understand all metrics for one or selected individuals.
  • A warning tooltip for each card on the dashboard
    • This will call out how many direct reports are not on track:

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  • Help text in the detail page for "Employee's Org" and "Employee's Org Size"
    • This will help the user better understand these columns/fields.
  • "How does scope work?" help text pop-up on the dashboard
    • This will help the user to understand how to limit the scope by using various options from the drop-down menu.