Managerial Roles & Responsibilities

Managerial Roles & Responsibilities

Overview

Managing large organisations often requires knowing exactly who is responsible for which teams and people. Learn Amp provides comprehensive tools for viewing, filtering, and managing managerial structures — making it easy to answer questions like:

  • Who manages this user?

  • Which teams have a secondary manager assigned?

  • How many direct reports does a specific override manager have?

Whether you're an admin needing to audit your organisational structure, or a manager wanting to understand your reporting lines, these features make managerial information clear, searchable, and actionable.


Functionality Breakdown

Manager Types

Learn Amp supports four distinct types of managerial roles:

Manager Type

Description

Manager Type

Description

Team Primary Manager

The main manager assigned to lead a specific team

Team Secondary Manager

Additional manager support for a team

Override Manager

Direct reporting relationship independent of team structure

Stand-in Manager

Temporary manager when the primary manager is on break

Key Features

  • Filters — Quickly find managers and their reports using dedicated filters on the Teams List and Individuals page

  • Profile Information — View managerial roles directly on user profiles

  • Manager Permissions — Configure what managers can do across the platform

  • Stand-in Management — Seamless handover when managers take a break


Pre-requisites

Role Requirements

Access to managerial features depends on your role and the specific functionality:

For viewing Team List:

  • Owner, Admin, or HR role

  • Be a Team Manager or Secondary Manager of at least one team

For viewing Individuals page:

  • Owner, Admin, or HR role

  • Learning Designer with Team Override permissions

For Managed Users/Coaching tabs:

  • Be an Override Manager with at least one direct report

  • Be a Coach with coached users assigned


Quick Start Guide

  1. Navigate to the Teams List by selecting My Team in the sidebar, then Team List.

  2. Apply a manager filter by clicking the Filters dropdown and selecting Managers or Secondary Managers.

  3. Search for a specific manager using the search box that appears after selecting the filter.

  4. View results showing only teams where your selected user(s) holds a managerial role.

Alternatively, to find individual users by manager type:

  1. Navigate to Individuals by selecting Manage in the sidebar, then PeopleIndividuals.

  2. Apply manager filters using options like Override Managers, Team Managers, or Team Secondary Managers.

  3. Use "Managed by" to see all direct reports of a specific override manager in one view.


In This Section

Explore the child pages below to learn more about specific managerial functionality:

Topic

Description

Topic

Description

Understanding Manager Types

Learn the differences between Team, Override, and Stand-in managers

How to Assign Override Managers

Set up direct reporting relationships

Manager on Break (Stand-in Manager)

Configure temporary manager handover

Manager Permissions (Admin Configuration)

Control what managers can do platform-wide

Managers and 1-2-1s

How managers interact with 1-2-1 reviews

Managers and Tasks

Assigning and managing tasks for direct reports

Managers and Objectives

Viewing and managing team objectives

Managers and Surveys

Creating and issuing surveys to reports

Manager Dashboards

Personal and manager-type dashboards

Team Reporting for Managers

Accessing reports for your team

Importing Managers via CSV

Bulk import of manager assignments

Manager Assignment via Integrations

Automatic manager sync from HR systems


FAQs

Can users have two managers?
There can only be one manager set for a user. This is to allow the system to recognise who should be the reviewer for features such as 1-2-1s, Objectives, Exercises, and more. If you need additional users to have visibility over a learner's progress, you may find the use of Coaches helpful. We do however allow for Teams to have a Secondary Manager — see the Understanding Manager Types page for more detail.

Why does the "Managed Users" tab only appear for some users?
The "Managed Users" tab only appears when you are an Override Manager with at least one direct report assigned to you. Users who are only Team Managers (Primary or Secondary) won't see this tab — they use the "Team" tab instead to view their team members.

What's the difference between a Team Manager and an Override Manager?
A Team Manager is assigned to manage a specific team and its members. An Override Manager has a direct reporting relationship with specific users, regardless of team membership. Override management is often used to represent the organisational hierarchy.

Can a user be both a Team Manager and an Override Manager?
Yes. A user can hold multiple managerial roles simultaneously. Their profile will display all relevant management information.

Why don't I see the manager filters?
Manager filters are only visible to users with appropriate permissions. Check that you have Owner, Admin, HR, or Learning Designer (with Team Override) permissions.

What does "sub-managed" mean on a profile?
Sub-managed users or teams refer to indirect reports. For example, if you manage someone who is also a manager, their direct reports are your sub-managed users.


Troubleshooting

Issue

Solution

Issue

Solution

Cannot see Team List in sidebar

Ensure you have Owner, Admin, HR role, or are assigned as a Team Manager/Secondary Manager.

Manager filters not appearing

Verify you have appropriate permissions. Learning Designers require Team Override enabled.

Profile doesn't show managerial information

Managerial fields only appear for users who are currently override, primary, or secondary managers.

"Managed by" filter shows no results

The selected override manager may not have any direct reports assigned.

I've become everyone's manager after bulk upload

During bulk upload, the system may default you as the manager. Update the Manager field on each Team via ManagePeopleTeamsEdit Team rather than editing individual users.

User changed team but remained manager of old team

A user can be a manager of a team they're not a member of. CSV exports don't include team manager data. You'll need to manually update the team's manager via Edit Team.


Related Pages