Company directory, org chart, and basic user management
Most aspects of user management in Small Improvements are really easy to grasp. Still, here's a quick overview of the core features so you know what to look for, and where.
Article Quick Links
- Company Directory Overview
- Staff Permissions
- User Administration Access
- Setting up new staff accounts
- The reporting structure
- User Impersonation
- Using your own staff images
Company Directory Overview
Small Improvements users can be viewed at a glance in the Company Directory. Administrators can access the Company Directory via the Administration sidebar menu. Below is an example.
End users can also access it, via the user menu at the top right of the screen, accessed by clicking on their profile pic:
The company directory shows you a condensed list by default, which highlights the most important attributes of employees, their direct reports, and who they report to. There is a "magic column" that defaults to the direct reports of a person.
However you can use the "magic wand" icon, toggling to show the last login date, or the employee's team, etc. Each column in the company directory is sortable when you click on it - below is an example.
You can use the search bar to look for users. You can also use the filter dropdown to quickly reduce the search field, only showing admin users or guests. We display only active users by default, but the filter component can be used to include deactivated users:
The dropdown at the end of each row allows you to perform core actions, which we'll go into a little more detail in section below. It's worth noting that you can multi-select rows in the directory by holding down your keyboard's command key and clicking the rows you want to highlight- Then perform some common actions (like welcome-mails) in bulk:
The List view is perfect for sorting and filtering, but the Org Chart view is much better suited for getting an overview of the entire company's reporting lines. Clicking the "1st, 2nd, 3rd, etc" up top will expand based on hierarchy level- And multi selecting from the org chart is even easier- As there are checkboxes to use. (no need to hold down any key!)
And lastly there is the grid view. Giving you one more option to sort, filter, and select exactly who you are looking for:
The Small Improvements user and role management is pretty simple: Everyone is either a regular employee, or a guest with very limited permissions. Also, an employee can be a manager of others, which grants additional permissions both to the manager, and to his or her reports.
If someone reports to your direct reports (e.g. because you're the CEO) then you can also get insight into these indirect reports' reviews, 360 degree feedback, and their objectives. We refer to this relationship as the indirect manager. So if Tom reports to Ahmed, who reports to Stacey- And Stacey reports to Maria- Both Maria and Stacey are Tom's indirect managers.
In addition to being an employee, a user can have some account administrator privileges, with these three roles:
- HR Admin
- HR Assistant
- Tech Admin role
Or any combination. Learn more about the 3 roles' permissions here.
User administration actions
Clicking on the downward facing arrow next to any employee's line in the company directory, will show a series of admin actions you can take in regards to that employee:
The following common actions can be performed both from the Company Directory and from the Profile page of a person:
- Edit Profile: You can change a person's core data, like name, department, email address etc.
- Change Manager: It's easy to change a person's manager, just you can't create loops. If person A reports to B, then you cannot make B to report to A. Or if B reports to C, then C can't report to A.
To move an employee from one team to another, simply assign the new manager, there's no need to "remove" a person from a previous manager's team.
You can also clear a manager, but you usually only have to do this in case you accidentally made the CEO report to someone.
By default only HR Admins can change a person's manager. Though it is possible to give this permission to HR Assistants if needed- Via the "User Settings" within the Admin Overview.
- Change Password: Although people can request a password reset from the system if they lost their password, it may be easier just to set one for them.
- Clear Password: Completely reset the user's password; they'll have to set a new one the next time they login.
- Edit Permissions: If you have the privilege to assign one of the 3 roles, you can make other people HR Admin, HR Assistant or Tech Admin.
- Send welcome mail now: Only sent to users who have not created a password for their account yet. Introductory email that assists newly added users in getting access to Small Improvements.
- Send password mail now: The alternative to setting (and thus knowing) people's passwords is to trigger the password mail. It's also perfect for new staff that just joined your company, because the mail also includes a link to the system.
- Send profile nudge now: Click this to send a quick automated reminder to the person, encouraging them to update their profile data. E.g. their self-description, photo, or role and position.
- Deactivate account: If someone leaves the company, this is how to ensure they cannot log in any more.
- Delete: You can delete employees entirely, but once they are deleted they are completely unrecoverable. It's sufficient to just deactivate their account, thus keeping valuable content inside the system.
Setting up more staff
There are many ways to get staff into the system:
- You can add staff manually right on the company directory, simply by clicking the "Add users" button at the top of the page. That's easy, but tedious if you want to create more than some 20 accounts.
- You can create an Excel worksheet and import users in bulk.
- You can automate the user-synch for instance by connecting to your Google Apps account or by using our custom user synchronization.
- People can simply sign up by themselves, using your company's email address. (You can disable this by the way: check the User Settings page!)
The reporting structure
The reporting structure is determined by who reports to who, and it has implications around who can access whose reviews, feedback and objectives.
Changing the reporting structure
If a team member changes teams, you pick their new manager. That's the obvious case. So if "Sarah the Saleswoman" is moving from sales to the marketing team, simply set "Mary the VP of Marketing" as her new manager.
If you want to exchange a manager, or for instance swap managers between teams, you do so by picking a new manager for each team member. To swap Mark and Sally, you'd set all of Mark's direct reports to now report to Sally, and vice versa. Since you can do this right from the Company Directory, it's actually quite easy to do so. Even moving 30 people around won't take you more than 5 minutes.
Impacts of changing the reporting structure
It's important to understand that the management hierarchy determines who can see whose performance reviews and objectives. The new manager instantly has access to all reviews, objectives and 360 degree feedback of people reporting either directly or indirectly to her.
So if someone "moves up" the hierarchy, e.g. gets promoted from Team Lead Sales to VP of Sales, they get to see reviews of other Team Leads they previously were on the same level with.
If someone moves laterally and takes over a new team, they get access to all that team's reviews.
A manager who switches teams (or gets demoted) can always continue to view all reviews they signed for their previous staff. These old reviews are not accessible from the Team tab anymore, but a manager can navigate to the previous reports' User Profile page (using the User Search box in the top right-hand corner of each screen) and click the Reviews tab. In case a review was already in progress, the old manager remains listed on the review as "owner" until the new manager starts making modifications.
It is possible for super-users who have both the HR Admin role and the Tech Admin role to impersonate any other user (except those up the reporting chain). This can help you to troubleshoot issues reported by your staff, or you can redact inappropriate content easily by impersonating the offending user's account.
However, impersonation is such a very powerful feature, that it is disabled by default, and we recommend that you use a sandbox system if you merely want to try out some configuration options. You need to contact SI staff to enable it for your company account. Learn more about how the feature works on the impersonation documentation page.
Your own staff images
A common question we get is "How can we get our employee pictures into Small Improvements?". The easiest way is to inform your team how to upload their own profile pics, as part of kicking off process when you rollout the tool.
But if you already have all employee pictures in a central location, it is possible to configure Small Improvements so that we fetch the images from your own web server. (Based on either the employee's email or based on their employee ID)
Such a web server is pretty easy to set up for an IT team. It may take a couple of hours, but not more than that. All that's really required is a service that returns images based on a single URL parameter. So when you enter (for example)
Into your browser, it should display an image for John. Once that works, all you need to do is enter the base URL (in this case https://intranet.company.com/images?id= into the "Employee image server" field in the "User Settings" page located in your Administration Overview. Then, everyone's images are automatically pulled from your image server.
Some notes to IT if you go this route:
- You don't want the actual email to show up in the URL, so we create an MD5-Hash of the email and send that instead.
- Since the entire application is in HTTPS, your service must use HTTPS as well, or some browsers will complain.
- Please note that really only the image gets served, not an HTML page containing an image.
- It's the browser of a user who pulls the data, not the SI system. This is good because you can keep things inside your firewalls. But do ensure that the service can serve many requests at once (in case 5 users look at the company directory at once) and also provide reasonable expiry and caching settings.
- If you don't want to expose the images on the internet, that's okay, but you should make sure that it works on your VPN so that users logged in at home also get to see the images. Note that images are also used in emails, so people might want to see the images from their mobile devices too. It's probably useful to send a grey silhouette image if access has not been authorized, so that there are no ugly "not found" error images showing up for staff.
So, that was some technical detail, and yes it does take a little time to set up. But if you're dealing with 200+ employees, it is really worth a little extra effort in our opinion.