How to Setup the Manager-Employee Relationship in UniversitySite

Task

In order to use ManagerSite, it is necessary to first set up the relationship between a manager and his/her employees.  Once a manager has at least one employee defined in UniversitySite, the ManagerSite menu choice appears in the LearningSite menu at the top.

Steps

There are TWO ways these relationships can be defined in UniversitySite

1. Import the Manager to the User's profile as part of the User Sync (map the Manager's network alias)
2. Create an Audience that consists of the manager's employees and make this manager the manager of that audience

The benefit to the import method (1) is that it leverages the relationships already defined inside the firm's AD or Database structure for personnel, and ONLY this method results in managers potentially receiving email notification when their employees complete their learning plans.

The downside to the import method (1) is that sometimes this information either isn't present in the data source you use for the UniversitySite User sync, OR it isn't quite what you need in UniversitySite.

Import the Manager (1)

1. From the web server where UniversitySite, or your Single Sign On app is installed, open the Profiscience User Import (ActiveDirectoryImport.exe).  It is usually found at c:\Program Files (x86)\Profiscience Partners\User Sync\
2. Click the Setup tab
3. Edit the sync you are using
4. Click the Preview button
5. Make sure the data that contains the Manager's network alias is mapped to Mgr Net Alias
6. Click OK
7. Either manually run the sync now from the Main Tab, or just wait for the scheduled task to kick it off

Manager of an Audience (2)

1. From InstructorSite, create an audience that consists of the employees that report to this manager
2. Edit the user profile of the manager and click on the Audiences Managed section from the navigation menu on the left
3. Select the audience you created "John's employees" for example 
4. Save your changes to the profile.