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 N/A as the manager if the employee’s manager is not in Atrium
- Assign their Start Date - This will determine when their ramp begins
- 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
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.
Note: This will delete the history of that role and make the remaining role records consecutive.
