Configure Check-in visibility for a matrix reporting structure

In a matrix structure, one employee reports to two managers — for example, a direct manager and a supervisor. 15Five supports one direct manager per person, so the secondary manager gains access by following the employee's Check-ins. Both the direct manager and the follower can view and comment on the employee's Check-ins.

Before You Begin

  • You must have Admin access to edit manager assignments.
  • 15Five assigns one direct manager per employee. The secondary manager cannot be assigned as a second direct manager.
  • The secondary manager must have an active 15Five account before they can request to follow someone.

Steps

  1. Go to SettingsPeopleManage People.
  2. Locate the employee in the list and open their profile.
  3. Assign the primary manager in the Manager field.
  4. Save the employee's profile.
  5. Instruct the secondary manager to navigate to the employee's profile in 15Five.
  6. Have the secondary manager select Follow to request access to the employee's Check-ins.
  7. Confirm the follow request is active before the next Check-in cycle.

If Something Goes Wrong

Issue Check Fix
Secondary manager cannot find the Follow option Confirm the secondary manager has an active 15Five account Ask an Admin to verify the account status under Settings → People
Secondary manager can see Check-ins but cannot comment Confirm the follow request was accepted, not still pending Have the employee or Admin approve the pending follow request
Wrong manager assigned as direct manager Check the employee's profile under Manage People Edit the Manager field and save the profile
Employee has no direct manager assigned Verify setup before advising the secondary manager to follow Assign the direct manager first, then repeat from Step 5

Not Covered Here

This article does not cover how an employee or manager accepts or manages follow requests — see the follow-a-teammate article for those steps.

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