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How to set managers and keep them out of their team's matches

Record who reports to whom, then use it in Advanced Matching so nobody spends their coffee chat with their own manager.

You'll need to be a workspace owner, admin or manager.

Set one person's manager

  1. Go to Users › All Users and click the person's name.
  2. On Overview, under Relationships, click Set manager.
  3. Search by name or email and choose their manager. It saves straight away, and the person appears under Direct reports on their manager's profile.
A member's Relationships with Marcus Chen set as Manager by an admin, and Direct reports below

Set many managers at once

  1. To set many managers at once, click Upload spreadsheet on All Users, choose Update members and click Download all users spreadsheet. In the manager column, enter each person's manager's work email, then upload the file, check the Ready rows and click Update to apply them.
The Update users by spreadsheet drawer in Update members mode, with a file drop area and a Download all users spreadsheet link

Sync managers from your HRIS

  1. If your HRIS is connected, you can turn on Sync managers from your HRIS when mapping your HRIS fields instead. Managers you set by hand are replaced by your HRIS on the first sync.
The Map HRIS Fields step with Sync managers from your HRIS turned on

Keep managers out of their team's matches

  1. Open your Advanced Matching program's Configuration, go to Matching Rules and click Add constraint. Choose Don't pair a member with their…, pick Manager, and save.
Matching Rules in an Advanced Matching program with the rule Don't pair a member with their Manager, which also keeps them apart from their direct reports

When it's working, the rule reads Don't pair a member with their Manager and notes that it also keeps them apart from their direct reports.

The Manager attribute is also the groundwork for new features we're building, so stay tuned.

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