Imported managers
Apart from managers by Orgstructure and functional managers, LMS Collaborator gives oportunity to import managers. This way, you can indicate direct managers, regardless of organizational structure, or indicate several managers.
For this, when importing a user, a certain attribute is used that indicates the id of the user who is his manager. After user importing, the manager star will be displayed near users, whose external uid or internal id were passed during import. Also, the user attribute user.position is ignored and doesn`t influence on stars displaying.
It is also necessary to enable the option Assign role mode: By import value in System Settings => Policies => Subordinates. After this setting, the system won`t identify managers using Orgstructure and manager positions, and all positions are no longer divided into managers and subordinates.
For comparison, here is the distribution of manager role capabilities according to the Assign role mode setting. When selecting By positions mapping mode:
| Capability | Managers by Orgstructure | Functional managers |
|---|---|---|
| Manager star near user profile | + | - |
| Manage tasks of subordinates according to role permissions | + | + |
| Reports viewing | + | + |
| Assessment appointment | + | + |
| Checklists appointment | + | + |
| Viewing of the manager's MBO goals | + | + |
| Displaying the manager on the "Contacts" page | + | + |
| Receiving messages by templates | + | + |
| Birthday notifications and displaying in the "Today's Birthday" widget | + | + |
When selecting By import value mode:
| Capability | Imported managers | Functional managers |
|---|---|---|
| Manager star near user profile | + | - |
| Manage tasks of subordinates according to role permissions | + | + |
| Reports viewing | + | + |
| Assessment appointment | + | + |
| Checklists appointment | + | + |
| Viewing of the manager's MBO goals | + | + |
| Displaying the manager on the "Contacts" page | + | + |
| Receiving messages by templates | + | + |
| Birthday notifications and displaying in the "Today's Birthday" widget | + | + |
When importing managers, it is possible to specify multiple managers for one user, as well as multiple subordinates for one manager. When importing from Active Directory or Azure AD, those systems have limitations — only one manager can be indicated in settings.
Instruction of manager importing using API request
-
Set the settings Assign role mode: By import value.
-
Use the request POST /api/v2/users-import/single, where the body of the creation or updating subordinate request must contain a field with information about who his/her manager is:
"manager_uid": "external uid of manager user"
or
"manager_id": "internal id of subordinate user"
You can pass one or more managers into this field. Examples of multiple manager entries:
"manager_id": "27816, 27819, 27822"
"manager_uid": "ker1, ker2, ker3"
When passing manager_id and manager_uid at the same time, the priority has manager_id.
That is, if you pass the field empty, then previously assigned managers will be deleted from the user.
If previously 2 managers were transmitted, and now only one is indicated, then only 1 will remain for the user after import.
More information about importing users using API: API – User import
Instruction of manager importing using Active Directory
- Set the settings Assign role mode: By import value.
- On the user creation/edit page in AD, in the Organization section, select Manager of the user. You can select only one manager (AD limitations).
Instruction of manager importing using Azure AD
- Set the settings Assign role mode: By import value.
- In employee properties, in section Job Information set the user Manager. You can select only one manager (Azure AD limitations).
