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Granting Figures access to Managers

This guide explains how Figures automatically grants access to managerial features based on an employee's direct and indirect reports.

Updated over 2 months ago

⚠️ Only compatible with accounts integrated with Bamboo, Charlie, Factorial, HiBob, Humaans, Lucca, Personio and PayFit.

In Figures, an employee is automatically designated as a manager if they have direct or indirect reports. These managers are granted access to specific managerial features and data within Figures without the need for manual role assignment.

Accessibilities for Managers

Upon being identified as a manager, an employee gains access to:

  • People: View salaries and market positions of direct and indirect reports.

  • Market Data (optional): Access comprehensive benchmarks. The "You vs Market" feature shows data for their reports only.

  • Dashboard (optional): Access to the company-wide dashboard.

Inviting Managers to Figures

From your Account > Users page

  1. Start the invitation by clicking on Invite user

  2. Enter email address of the user you wish to invite.

  3. In the Permissions section, choose a role for the user. This could typically be 'Employee', but roles like 'HR', 'Recruiter' or 'Admin' are also options.

  4. Match the invited user to the corresponding employee in Figures. This is crucial as managerial permissions in Figures are derived from the direct and indirect reports of your employees, as per your HRIS data.

    Note: If your data is anonymised, you must identify the manager by their ID or job title instead of name.

  5. Figures will automatically evaluate if the user qualifies for Manager permissions based on their employee reports. If applicable, you will see a 'Preview' button, which allows access to a modal displaying the direct reports of this employee for verification.

  6. (Optional) Choose to grant access to the Market Data page, with the ability to fine-tune this access for the user.

  7. (Optional) If applicable, you can also grant access to the user’s salary band data within the Salary Bands module.

  8. Click on Send the Invitation to complete the process.

Adapting to managerial changes

Figures dynamically updates with changes in an employee's managerial status, as reflected in your HRIS:

  • Gaining reports automatically grants managerial permissions.

  • Losing all reports automatically revokes these permissions.

Note: Expect a brief delay for updates, as Figures refreshes data daily.

Share this Figures for manager - a complete guide to your managers to facilitate their onboarding with the platform.

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