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Using Manager Assist

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Qtip: This page describes how to use Manager Assist as a standard user. For information on configuring Manager Assist as a Brand Administrator, see Setting Up Manager Assist.

About Manager Assist

manager assist home page

The Manager Assist app is a separate landing page where managers can view and act on employee experience insights. Within Manager Assist you can view all your employee experience dashboards and tools, such as action planning and idea boards.

Manager Assist can only be configured and activated by users with the Manage Manager Assist permission enabled. Brand Administrators have this enabled by default. Once it is activated, all users with the Use Manager Assist permission have access to this app. See Permissions for more information.

Accessing Manager Assist

For most users, accessing Manager Assist will be as easy as logging into your Qualtrics account.

If you’re a manager or a project administrator, you may have access not only to the participant portal, but to the Qualtrics platform (where you create projects, such as 360 surveys) or the 360 Participant Portal. In that case, you can access these applications in a couple of different places.

Qtip: The Qualtrics platform and 360 Participant Portal are not available to all users. Depending on your user permissions and what is included in the license, you may have access to only 1 of these applications, or neither of them.

During Login

If you only have access to Manager Assist, you will be taken directly there when logging in.

Example: If you are a manager who is notified that an employee engagement dashboard is available for you to view, you will be taken directly to manager assist when clicking on the dashboard invite.

If you have access to Manager Assist, the Qualtrics platform, or the 360 participant portal, you’ll see this screen when you first log in.

app selection screen during login

Qtip: You will also see this selection menu when you select a project that can be opened in multiple apps, like a 360 dashboard.

Select Manager Assist to navigate to Manager Assist.

After Login

Once you’re logged in, you can still navigate between applications at any time. Click the button in the top-right to see your options. Select Manager Assist to navigate to Manager Assist.

app switcher to access manager assist

Pages

Manager Assist has 4 page types that can be displayed. The number of pages you will see depends on how your Brand Administrator configured Manager Assist. Use the navigation panel on the left to switch between pages.

Home

The Home page is always enabled and will appear for all users. On this page you can see an overview of the pages available in Manager Assist. Clicking on a button will take you directly to that page.

manager assist home page

View results

The View results page is always enabled and will appear for all users. On this page you can search for and view all the employee experience dashboards you have access to.

Click Go to dashboard to open and view a specific dashboard.

View manager assist results

Qtip: Dashboards in Manager Assist are read-only and cannot be edited.
Attention: Dashboard navigation within Manager Assist is not the same as within a dashboard project. Dashboard pages will be displayed in a dropdown instead of a list. Dashboard filters are also not displayed by default; to view filters click Show filters.
Qtip: Star your dashboards to make them easier to find. Click the star to the right of a dashboard to add or remove it from your starred content.
Highlights the star icon next to each dashboard that can be clicked

Brainstorm ideas

The Brainstorm ideas page will only appear if it is turned on by the administrator who configured Manager Assist for your organization. On this page you can access all of your idea boards. Click Go to idea board to open and view a specific idea board. For instructions on editing idea boards, see Setting Up an Idea Board.

"brainstorm ideas" page within manager assist

Qtip: You must have access to a dashboard with idea boards set up to see content on this page.

Plan of action

The Plan of action page will only appear if it is turned on by the administrator who configured Manager Assist for your organization. On this page you can view existing action plans and create new ones. Any new action plans you create are also visible on this page. For instructions on creating new action plans, see Creating Action Plans.

"plan of action" page within manager assist

To view existing action plans by org hierarchy, follow the steps below.

  1. Click the Your action plans dropdown.
    filtering action plans by org hierarchy
  2. Hover over Action plans by org hierarchy.
  3. Select the dashboard that contains your org hierarchy.
  4. Select an org hierarchy.
    selecting a specific org hierarchy
Qtip: You must have access to a dashboard with action planning set up to see content on this page.