What is a dotted-line manager?
A dotted-line manager is a user who is an additional manager to a user in Lattice, however, who is not their primary manager shown in the Org Chart.
What Visibility Does a Dotted-Line Manager Have?
Dotted-line managers can be given a variety of visibility permissions in Lattice:
- Visibility into private Updates
- Visibility into private Feedback
- Visibility into private Goals
- Visibility into manager-level custom attributes
- Visibility into reviews
What Can a Dotted-Line Manager Manage?
A dotted-line manager cannot take any action in the system. This role is solely for visibility. If you would like a dotted-line manager to be reviewed by the user they have visibility into, or if you would like them to review that direct report, the Admin can add them as an additional direct report and manager reviewer into the review cycle.
How to Make a User a Dotted-Line Manager
Step 1: Navigate to the "People" page found on the "Admin" panel
Step 2: Click on the "User Attributes" tab
Step 3: Click on "Create custom attribute"
From here, you can give your custom attribute a name and decide what kind of field is it, by choosing "Relationship."
After you have created the custom relationship, you will be taken back to that "Custom Attributes" page, where you will see that field listed.
Filling in user data and applying this relationship
To bulk change the custom attributes of many employees at once, admins can upload a CSV (also from the People page on the Admin Panel) by clicking Upload CSV. In the CSV, be sure to have a column for the custom attribute you want to change, and that all of the values for each employee are a valid option for that custom attribute. To upload a field that is a custom relationship, use the email address of that user in Lattice to designate the the relationship in the CSV.
To apply the custom attribute manually (without uploading a CSV), first, navigate to the People page in the Admin panel. Second, find that employee you would like to give another employee visibility into, and click on the ellipsis to the right of that employees' name. Lastly, click on "Edit profile" from the dropdown.
After you have clicked into the employee profile to edit it, you will see the custom relationship you have created listed under "Custom Attributes." Here, you can add the employee you would like to grant visibility to. For example, if I want to give Kevin manager visibility into Preston's profile, I will want to 1) click in to edit Preston's profile, and then 2) add Kevin's name under the "Manager Visibility" custom attribute I created.
Configure What Visibility to Give the Dotted-line Manager
Step 4: Navigate to the "Permissions" tab found under "People"
Step 5: Look under "Custom attribute relationships"
Here you will see the name of the custom relationship you have created, as well as how many employees it applies to.
Step 6: Click "Configure" to the right of the custom attribute name to choose visibility options given to the custom relationship
There are five visibility permissions that you can configure for a custom relationship. For example, when setting up the custom attribute relationship of "Manager Visibility" given to a dotted-line manager, there are five different visibilities you can give this additional manager, as shown below.
Adding Your Dotted Line Manager to Your Profile
You can now input your dotted line manager into your profile as an employee. To do this, navigate to your "You" panel and click into your photo at the top right of the navigation bar and select "Settings".
Within your profile, scroll down until you get to the "Dotted Line Manager Field". From there, search for your dotted line manager. Remember to save your changes!
If you have any questions about custom relationships and setting up a dotted-line manager in Lattice, please reach out to our support team by emailing [email protected] or by clicking on the chat box on the righthand corner of your screen!