Atrium allows customers to keep track of their team's historical roles in the User's Atrium Role History Record.
A Role History Record is the unique combination of:
- Level - Manager or Individual Contributor
- Discipline - Inside Sales, Outside Sales, Inside Sales Development, Customer Success, etc
- Segment - SMB, Mid Market, Enterprise, etc
- Manager
Any time one or more components of a user's role changes, a new Role History Record should be created.
Add a New Role Record
A new Role History Record should be added anytime one or more components of an employee’s role changes. For example, if a Mid Market Inside Sales (AE) rep is staying in the same discipline & segment, but are moving to a new manager, you want to add a new Role History Record to assign the new manager. This new record allows Atrium to attribute this rep's data to the appropriate manager's team average or total.
To add a new Role History Record for a user, click "Add Role History Record."
For an Individual Contributor:
- Assign their Discipline & Segment - This rep will receive peer alerts based on other reps in the same Discipline and Segment.
- Assign their Manager - This rep will be included in this manager's team data. The assigned manager must have been a manager for the full duration of the user's role history record.
- Note: You can assign "Not Specified" as the manager if the employee’s manager is not in Atrium
- Assign their Start Date - This will determine when their ramp begins
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Note: If a new role is added with the same Discipline & Segment combination (E.G., If you are creating a new role when a rep joins a new manager in the same role), their ramp will use the start date for the first role record with that Discipline & Segment combination
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For a Manager - If their previous role was an Individual Contributor:
- Assign their manager - The assigned manager must have been a manager for the full duration of the user's role history record.
- Assign any direct reports
- Assign their start date
- Their Discipline & Segment will be inherited from their direct reports, so you will not assign those in the role record creation
Note: When you assign direct reports to a manager, those reports will show a new Role History Record with their same Discipline & Segment and this new Manager to accurately reflect your team’s role history
For a Manager - If their previous role was a Manager:
- Assign their manager
- Assign their start date
- Their Discipline & Segment will be inherited from their direct reports, so you will not assign those in the role record creation
Note: You will not be asked to assign or reassign direct reports when adding a new manager role to an existing manager.
Edit a Role Record
If an employee has an error in one or more Role History Records, you can edit their role. In the employee’s user record, click Edit to make changes to their existing Role Records.
Editing Level:
If an employee’s Role Record has the wrong Level, you can edit their level.
If you are editing a Manager record, you first need to reassign any employees that were their direct reports during that role.
If you are editing an Individual Contributor’s record, you can update their Level to manager. To assign direct reports to this employee by editing or adding role records on the direct report’s user record.
Editing Discipline and/or Segment:
If an individual contributor’s Role Record has the wrong discipline and/or segment, you can Edit the role record and make the necessary changes. Changing their Discipline or Segment will change their peer group for Alerts because users are only compared with peers in the same segment and discipline.
Note: Even if an employee only changes segments, for example, they move from MM to ENT, you want to create a new role record to keep your team’s data and alerting accurate.
Editing Manager:
If an employee has a Role Record that has the wrong manager, you can edit the Manager in their role history. Editing a user’s manager will remove the history of that employee being on the given manager’s team. If a user is changing teams, you should create a new role record to assign the new manager.
When you edit the manager’s name, you will see this pop-up to confirm you want to edit the manager in this role history record.
Delete a Role Record
If you have an employee who has an entire role record that needs to be deleted, you can click Edit and delete a role record by clicking the “X” next to the role record row.
If you are deleting a "Manager" role, you must reassign any users that reported to this user during this role history record. You cannot delete a manager role that has users reporting to them.
Note: This will delete the history of that role and the remaining role records must be made consecutive.
If you Delete a user’s Current role and the user’s employee status is “Current,” Atrium will make the next Role History record their “Current” role.
Note: If you need to add a new current role, first save any changes made to the role history and then select "Add a New Current Role."
Add Previous Role History Records
If a user is missing role history records before their current role, you can add previous role history records for that user.
To add historical role history records, click “Edit or Add Role History Records.”
Select “Add a Role History Record”
- Enter the Start Date and End Date of the role history record -
- All role history records must be contiguous, so make sure there are no gaps in their role history
- Complete the Role History Record
- If you are adding a Manager record, you will not be prompted to assign direct reports, but you can assign reports to this manager in their direct report’s role history records
- The Manager you assign to each role history record must have been a manager for the full period of the role history record. If the user had more than one manager while in the same Discipline and Segment, you must create 1 role history records for each manager assignment.
- Note: This will not affect the user’s ramping period - their ramp will only restart if their Discipline or Segment changes
- You can add multiple Role History Records at once. You do not need to create them in chronological order, Atrium will sort them when you save.
- If you would also like to add a new Current Role, you need to save any changes to the Role History before adding a current role