The My Team page makes it easy for managers to see how their direct reports are engaging in learning and development through mentorship, or invite them to register for available Programs. This view offers greater visibility into participation, skills, goals, and more so managers can support their teams with confidence.
Topics
- Accessing the My Teams View
- My Teams View - Content
- Individual User View
- Manager Registration & Matching
- Enabling & Disabling the Teams View
Accessing the My Teams View
Once managers log in to their Together account, they can access the My Team view from the Team navigation item in the Together navigation bar, or via Your Team at the bottom of their homepage.
Who Can Access the My Teams View?
Manager access is based on your organization’s HRIS data or a CSV import. If Users in your account are assigned a supervisorId, the identified managers with the same employeeId will automatically have access to the My Teams view. Learn more about updating employee data for access in the Adding User Data to Together article.
Note: Managers must also be registered in a Program in Together in order to access the My Team widget.
My Teams View - Content
The My Teams view has two sections: Your Direct Reports and the Team Skills & Goals Report.
Your Direct Reports
The direct reports view lists all the Users that report to the currently logged-in manager.
A high-level summary of each User’s participation in Programs is visible in each column.
- 1 - Program Participation: Lists whether a User is registered in a Program, and which Programs.
- 2 - Match Status: Shows whether a User is in an active match in any Program.
- 3 - Registration Link: Allows managers to copy a link for a direct report to register in the overall Together platform.
- 4 - View Profile: Lets managers view employee-specific participation, skills, and goals.
When manager-led registration is enabled for a Program, managers may also see a Register button in place of only a copy link for eligible direct reports. These settings are configured in Program Settings.
Team Skills & Goals Report
This report shows the following:
- Employee skill areas for development
- Employee skill areas of expertise
- Employee goals
- Employee goals that they can help others with
Hovering over the number of team members identified as having a certain skill or goal allows the manager to view which individual employees selected that option in a questionnaire.
This data is pulled from Program registration questionnaire answers across all Programs.
Note: Only questions that are tagged as Skills or Goals questions are used to populate this report. In addition, only questions that have their answers set as Visible to Everyone are included. Hidden questions or questions with answers Visible to Mentors & Admins Only are not included in the manager’s Team Skills & Goals report.
Individual User View
By clicking on an individual User from the My Team > Your Direct Reports table, a manager can view that User’s Overview page. Managers can see an overview of the user’s participation across Programs, as well as the Skills & Goals they selected on their registration questionnaires.
From the Programs tab, managers can see more Program-specific details that their direct report is registered in.
Managers can also see Programs that their direct report is not registered in, but is available to register into. Managers can copy a registration link for that program to pass along to their direct report.
Note: Only Programs with Everyone access and where Registration is turned ON for the program will appear as available Programs. Programs with advanced access are not shown because the manager may not be eligible to register.
Manager Registration & Matching
Some mentorship Programs allow managers to register or match their direct reports on their behalf. These features must first be enabled in Program Settings.
Manager-led registration and matching are additional ways for managers to support direct reports. End users still receive the same emails and continue to have the same access as if these features were turned off.
- Managers are only able to register or match direct reports when the corresponding settings are turned on for the Program.
- Manager-led registration only applies to direct reports who already have access to the Program.
- Manager-led registration does not replace or disable self-registration for eligible Users.
- There is no way to remove the ability for end Users to register or initiate their own Matches and have managers orchestrate the entire process instead.
- If manager-led matching is ON and the Program has admin-led matching, there is no effect because matching is already admin-led and does not rely on end-user interaction.
Registering your Direct Reports into a Program
From the Teams view, if a direct report is eligible for a Program they have not joined yet, you will see a Register button next to their name. If only a Copy Link button appears, manager-led registration has not been enabled for that Program.
Click Register to open the Individual User view of that user on the Programs tab.
Click Register Direct Report to start the registration process.
- Note: If only the Copy Link button is present, then manager-led registration is not enabled for that Program.
When registering, you will complete the same steps an end User would. This includes filling out the registration questionnaire.
- Answer all questions on behalf of your direct report. The questions are written from their perspective.
- Once registration is complete, your direct report will receive an email confirming they have been added to the Program.
For more details around registering and filling out the questionnaire, see Together Essentials: Starting Your Registration.
Creating Matches on Behalf of your Team Members
If manager-led matching is enabled for a Program, you can create Matches for your direct reports once they are registered.
From the Teams view, click Assign Match.
The Match directory will open for your direct report. You will either Direct Select a Match or Create a Shortlist, just as a participant would when matching themselves. The match process available depends on how the Program Admin configured the Program.
Both your direct report and their Match will receive an email notification once the Match is requested or confirmed. The notification will clearly state that the Match was created on their behalf by you, rather than requested by your direct report.
Enabling & Disabling the Teams View
Admins can enable or disable the Teams view globally across their organization from the Settings > Features page. The Teams view is enabled by default.
This page also helps Admins understand whether their Users have the appropriate data required to correctly grant access to the Teams view. The number of Users that have and do not have supervisorId data is surfaced in an information box.
User supervisorId data can be reviewed from the Users Table and updated via the HRIS integration or by uploading new data through CSV import.
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