Automated Manager Escalation

Automated Manager Escalation helps managers help themselves and their employees to get the signatures you need to mitigate risk and achieve your compliance goals.

To enable Automated Manager Escalation, integrate Blissbook with your HRIS or include employees' managers on your employee list sync file. Automated Manager Escalation features only appear if Blissbook knows who your managers are.

When setting up your CC options, you'll see a checkbox for the recipient's manager(s). Click it and managers will be emailed a copy of the reminder.

You'll also see this CC line when manually sending a bulk reminder, but the checkbox will be on the left instead.

Want to see if a particular manager's staff has signed their acknowledgements? Add a manager filter to any of your reports.

You can also go directly to the Managers view and filter by their name, email, groups, and other categories.

Everyone at every level of your organization is a little bit responsible for risk mitigation. It's not just on you! With Manager Escalation, your managers can view the signature status of their direct reports:

Managers can access this view by clicking the "Manager Dashboard" option from within the MENU of a published document:

There are no popups or notifications for managers so you'll need to let them know about this button if you'd like them to use it.

Within the manager dashboard, the manager can click the 👁 view button to open and view that particular person's document.

This is especially useful if you're using our personalized content functionality to limit access to content within a document to reduce noise for employees. In this case, an employee could have access to content within their document that the manager doesn't have access to in theirs. Managers can also access their staff members' documents that they themselves do not have access to.

All the other functionality here is great for raising awareness amongst managers who can help get signatures. Blissbook takes a one step further by giving your managers and leadership teams tools to actually do something with that awareness.

Checking either of these boxes at the bottom of the Invitations & Reminders tab of your Email Automation page (under Organization in the main nav) will enable buttons on your managers' Manager Dashboard page.

These buttons allow a manager to send a notification to either all managers who report up to them or directly to employees who report up to them. In either case, the emails will only go to managers of people who need to sign, or to employees who need to sign. People may only receive one email every 24 hours.

Managers of managers can also send notifications to a specific manager, or directly to the people who report up to those managers.

Last, since you don't want managers writing their own emails here (who knows what they'd say!), you have control over that content. Just click Edit on this page to customize those emails.

You can choose to send a bi-weekly email to managers that lists their direct reports who've yet to sign their acknowledgement form. Go to the Invitations & Reminders tab of your Email Automation page (under Organization in the main nav) and look for this setting.

If you click Edit, you can customize the intro to the list in the email body, and you can also choose who shows up on the list:

This email is sent every other week: enough to keep people in the loop that there are compliance gaps, but not so much where they'll report you as spam. =)

If you have any suggestions for how we can use manager hierarchy to improve the employee handbook experience, please let us know!