What Are Direct Reports?
Direct Reports connect the Roles in your business so Check-ins automatically route to the right Manager — and so each Manager only sees the tasks relevant to their own team in the Opus Training app. Less noise for busy Managers, and nothing slips through the cracks.
How to Set Up Direct Reports
Direct Reports are configured 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 of the Roles page.
Editing an existing Role: open the Role's details page, click the three-dot menu (•••) next to "Message," and select "Edit role."
Add the Direct Reports
In the create or edit modal, under "Direct Reports," check the Roles that report into the Role you're editing. 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.
Direct Reports can apply to any user type. For example, a Trainee with a "Certified Trainer" Role can be the Direct Report for an Admin or Manager — useful when a Trainer needs to facilitate Check-ins for them.
Once added, your Direct Reports appear on the Roles page. These changes can immediately affect tasks in the Opus Training app, so let your team know once you've set them up.
💡 Direct Reports decide who facilitates a Check-in. Learn more in How to Facilitate & Delegate a Check-in.
FAQ
Can two Roles have the same Role as a Direct Report?
Yes. Any tasks tied to that Direct Report — like Check-ins — are assigned to both Roles. For example, if Shift Lead is a Direct Report for both Assistant Manager and General Manager, everyone with those Roles is assigned Check-in completion for Shift Leads.
How do I make a Trainer the facilitator for only certain Modules?
You can't designate facilitators per Module. Instead, set all Roles as Direct Reports to the Trainer Role so they're the primary facilitator for any Check-in.
Will a Regional Manager still see all Check-ins at a location?
Yes. If a Regional Manager is an Admin or Manager, they can see the status of all Check-ins in the Opus app regardless of Direct Reports. Direct Reports simply route Check-in completion to the correct Manager's to-do list.
Why can't I manage 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 per Check-in. For exceptions, location Managers can delegate to the right person.