What are Direct Reports?
Direct reports let you structure a reporting relationships between roles in Opus so that your manager tasks like check-ins automatically route to the correct manager, saving time and reducing confusion. Setting up direct reports also takes the burden off of overwhelmed managers so that they only see tasks relevant to their direct reports at their location in the Opus Training app.
How to Assign Direct Reports
To assign Direct Reports, create or edit an existing role by going to "Organization" and clicking on "Roles".
If you're create a new role, click "New Role" in the top right of the Roles page.
If you're editing an existing role, click into the role details page, click the three dots next to the "Message", and click "Edit role".
A pop-up modal to edit or create the role will appear, under "Direct Reports", check off the list of roles that report into the role you're currently editing. It's important to note that with direct reports,
Roles can share direct reports, for example, a General Manager and Assistant Manager can both have Shift Leads as a direct report.
Direct reports can apply to any user type, for example, an Admin can be a direct report to a Trainee. This is relevant in cases where a Trainee has a "Certified Trainer" role and needs to be able to facilitate tasks like check-in completions for an Admin or Manager.
Once you've added the Direct Reports, you'll be able to see them listed on the Roles page. These changes may immediately impact tasks in the Manager app, so it's important to communicate to your teams that you've set up direct reports for them in Opus.
FAQs
Can two roles have the same role as its direct report? What happens then?
Yes, two roles can have the same role as direct reports. This means that any tasks, like check-ins, associated with those direct reports will be assigned to both roles. For example, if Shift Lead is a direct report for both Assistant Manager and General Manager, any users with the Assistant Manager and General Manager roles will be assigned check-in completion for users with the Shift Lead role.
How do you suggest I preset a trainer role as the facilitator for only certain modules (e.g. new hire module)?
Since you cannot designate facilitators for specific modules, you should all roles as direct reports to a trainer role so that they are the primary facilitator of any check-ins.
How will the Regional Manager see the status of all check-ins in a particular store if Direct Report is set up?
If a user with the Regional Manager role is an Admin or Manager, they will be able to see the status of all check-ins in the Opus app regardless of direct reports. Direct reports simply help route check-in completion to the correct manager’s to-do list in Opus.
Why can’t I manage who facilitates check-ins in the builder?
After talking to customers, we know that check-ins are consistently facilitated by an employee’s direct manager. So to reduce admin burden, using the direct report settings means you only have to manage once, and not for every check-in. For exceptions, location managers can delegate to the right person.