Overview
In Teamflect, when you create a new relationship (previously called adding a "Focus person"), the process and impact depend on the relationship type you select.
There are two kinds of relationship types:
đ Types with data access (Managerial access enabled)
đ Types without data access (No access to performance data)
Letâs walk through what happens in each case.
Case 1: Relationship Type Without Data Access
When you create a relationship using a type without managerial access, the process is immediate:
The other person is notified that you created a relationship with them.
Theyâll see you listed under their Relationships section in Teamflect.
No approval is needed.
No access to private data (feedback, goals, reviews) is granted.
This is often used for roles like MentorâMentee, Peer Coach, or Buddy relationships.
Case 2: Relationship Type With Managerial Access
When you create a relationship with a type that grants access to performance data, an approval process is triggered:
The other participant will see your relationship request on their homepage (or after a refresh).
A pop-up will appear with an Approve / Reject option.
You will be notified once the other person takes action.
â ď¸ If approved, the first participant (you) will gain access to private items such as:
Goals
Reviews
Private feedback
Private recognitions
Use this option only when a trusted, supervisory-style access is intended (e.g., Project Leader, Competency Manager).
However, when you add someone using a tag that gives access to performance data, Teamflect will start an approval process to get the other party's permission.
HR Use Cases
Mentorship Matching
Create relationships without triggering data access, ideal for mentorâmentee programs.Matrix Reporting
Use access-enabled relationships to set up dotted-line or project-based managers.Transparent Performance Oversight
Enable non-traditional leaders (e.g., competency heads) to view relevant employee data for better coaching.
Final Thoughts
Understanding what happens when a relationship is created helps maintain transparency and compliance in your organizational structure. Whether you're setting up mentoring programs or cross-functional leadership, Teamflectâs flexible relationship framework ensures that access and visibility are managed appropriately.