Setting up manager and direct report relationships is one of the first things we recommend after you invite your team to Strety. When you assign a direct report, two things happen:
Strety automatically creates a 1:1 Agenda for the manager and direct report
The manager gains access to the direct report's Person Space, where they can see all of the direct report's assigned items
You can add direct reports from the People page. Admins and Account Owners can also assign managers from Adminland.
Adding a direct report from the People page
Admins, Account Owners, and Members can add direct reports from the People page. Your role determines whether the change applies right away or needs approval:
Admins and Account Owners: The change applies immediately
Members: The request goes to an Admin or Account Owner for approval
External users and Observers don't have Person Spaces and can't be assigned a manager.
Adding direct reports as an Admin or Account Owner
Select People in the top navigation bar.
Select Add Direct Report in the top-right corner.
In the Members field, select one or more people who report to you.
Select Add as Direct Report.
The change applies immediately. Strety automatically creates a 1:1 Agenda for each new manager and direct report pairing.
Important: If the person already has a manager assigned, Strety replaces that manager with you. The direct report and the former manager both receive an email about the change.
Requesting direct reports as a Member
If you're a Member, you can request direct reports from the People page. An Admin or Account Owner must approve the request before it applies.
Select People in the top navigation bar.
Select Add Direct Report.
In the Members field, select one or more people.
Select Ask for Approval.
Strety notifies your account's Admins and Account Owners about the request. Your direct reports change only after one of them approves it.
Approving or rejecting a direct report request
If you're an Admin or Account Owner, Strety notifies you when a Member requests a direct report change.
Open the request from the notification.
Review the requested direct reports.
Select Approve or Reject.
Approved changes apply immediately. Strety creates a 1:1 Agenda for each new pairing. If a person already has a manager, Strety replaces that manager with the Member who made the request and emails the direct report and the former manager. If you reject the request, the Member's direct reports stay the same.
Assigning managers from Adminland
If you're an Admin or Account Owner, you can assign a manager to any user from Adminland.
Open Adminland and select Users. You can also select Manage users on the People page.
Locate the direct report, then select the Manager field to assign their manager.
You can also open the three-dot menu for that user and select a manager from the Manager dropdown.
Strety automatically creates a 1:1 Agenda for the new manager and direct report. If the user already has a manager, the new manager replaces them, and the user and the former manager both receive an email about the change.
Viewing your direct reports' 1:1 Agendas and Person Spaces
Managers and skip-level managers (managers above the direct manager in the reporting hierarchy) can see all of a direct report's data in their Person Space. Depending on your reporting hierarchy, this can include people who roll up to your direct reports. From the Homepage, you can quickly open:
Your 1:1 Agendas
The Person Spaces you have access to, typically your direct reports'
On the People page, use the Show filter and select My reports to see yourself and your direct reports. The Show filter appears only if you have direct reports.
To confirm reporting relationships are correct, select Chart in View As on the People page.
Note: The Chart view shows manager and direct report relationships in Strety. It is separate from your Accountability Chart, which defines your organization's Seats and Roles.