Set up Direct Reports to choose which Manager facilitates each team member's Check-ins.
✅ Before you start: Admins with the Change Org Settings permission can set up Direct Reports.
A Role only takes on its Direct Reports' Check-ins if it has the Complete all check-ins permission.
Table of Contents:
What Are Direct Reports?
Direct Reports connect the Roles in your business so Check-ins go to the right Manager automatically. Each Manager then sees only their own team's Check-ins in the Opus Training app.
How to Set Up Direct Reports
Direct Reports are set on a Role. Go to People > Roles, then create a new Role or edit an existing one.
Create or edit a Role
Creating a new Role: click New Role in the top right corner of the Roles page.
Editing an existing Role: on the Roles page, click the three-dot menu on the Role's row and select Edit role. On a Role's details page, click Edit next to Message.
Add the Direct Reports
In the New Role or Edit Role window, open the Direct Reports dropdown.
Check the Roles that report to the Role you're editing, or click Select All for a group.
Click Create Role or Save.
A few things to know:
Roles can share Direct Reports. For example, a General Manager and an Assistant Manager can both have Shift Leads as Direct Reports.
Any Role can have Direct Reports, including a Trainee Role. For example, a "Certified Trainer" Trainee Role with the Complete all check-ins permission can have other Roles as Direct Reports, so the Trainer facilitates their Check-ins.
Once saved, Direct Reports show in the Direct Reports column of the Roles page. The change affects Check-ins in the Opus Training app right away, so let your team know once you've set them up.
➡️ Learn more:
How to Facilitate & Delegate a Check-in: how facilitators complete Check-ins and hand them to someone else.
FAQ
Can two Roles have the same Role as a Direct Report?
Yes. That Role's Check-ins go to both Roles. For example, if Shift Lead is a Direct Report of both Assistant Manager and General Manager, everyone in those Roles can complete Shift Leads' Check-ins.
What happens to Roles that aren't anyone's Direct Report?
Their Check-ins go to everyone at their Location who has the Complete all check-ins permission.
How do I make a Trainer the facilitator for only certain Modules?
You can't choose facilitators per Module. Instead, set all Roles as Direct Reports of the Trainer Role, so the Trainer is the main facilitator for every Check-in.
Will a Regional Manager still see all Check-ins at a Location?
Yes. Admins and Managers can still see the status of every Check-in at their Locations, whatever the Direct Reports. Direct Reports only decide whose to-do list each Check-in lands on.
Why can't I choose who facilitates Check-ins in the builder?
Check-ins are almost always facilitated by a Trainee's direct Manager, so Direct Reports let you set this once instead of on every Check-in. For exceptions, Managers can delegate a Check-in to someone else.