Manager Hub (Your Team)

Andrea Hogness
Tera Contributor

3 weeks ago

How can you extend the visibility for Manager Hub to non-managers as well?  And what attribute is the OOTB using to identify which managers have default visibility to see the Manager Hub (Your Team). 

 

Our use case here is that we want to extend the visibility of the Manager Hub to our HR team as they support managers daily.    

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Rob Sestito
Mega Sage

2 weeks ago

Hello,

For users to gain access to Manager Hub, they would need the following role(s):

 

RobSestito_0-1757615390956.png

 

You could approach this in a couple of ways:

  • Groups + Roles: Create groups for the users who need access, then assign the required role(s) to those groups. Anyone added to the group will automatically inherit the role(s).

  • Automation (Manager Example): In our case, we built automation for managers. We added custom fields on the HR Profile (e.g., people manager, is manager, people leader). From there, a business rule or scheduled job can assign the role(s) directly or add the user to a group when the field is set.

When you activate the Manager Hub plugin, I believe a scheduled job for this purpose is enabled as part of it.

RobSestito_1-1757617105087.png

 

Here’s one way I set it up recently for a client, in case it helps:

  • Integration Check: Their user data integration checks the employee’s pay grade level during import. If the grade meets a certain threshold, the custom field I mentioned earlier is flagged as true. That part is handled entirely by the integration.

  • Scheduled Job: A scheduled job then queries HR Profiles for that custom field (in this case, has direct reports).

  • Group Assignment: If the field is true, the user is added to a group we created specifically for managers (e.g., Hiring Managers).

  • Role Inheritance: Once added to the group, the user automatically inherits the required role(s) to access Manager Hub.

RobSestito_2-1757617503156.png

The core logic of the script would be something like this:

// Query HR Profiles flagged as 'has direct reports'
var hrProfileGR = new GlideRecord('sn_hr_core_profile');
hrProfileGR.addQuery('u_has_direct_reports', true);
hrProfileGR.query();

// Add to group if not already there
// Remove from group if no longer flagged

We used a scheduled job with GlideRecord logic to keep the group in sync (adding/removing users as needed). Happy to share more detail if you want the script itself.

 

I hope this helps you out!

Let us know if you have additional questions.

-Rob

 

 

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