Accept person and assign manager

Assign a manager to an employee

Once you have setup your new employee, you will need to assign their manager.

You may also need to assign a manager

  • When an employee changes managers.
  • To employees in bulk when you hire a new manager.

We will also cover how to setup an Admin user so they are assignable as a manager.

Accept a person and assign manager
When an employee has completed their onboarding and are sitting at 100% you are able to click the Accept Person button.
  • This then moves the employee's HR profile from Pending People (Applicant) to Approved People (Existing employee).
  • Also if your platform has a 2 part onboarding process, when you select this button the second part of the onboarding process will open up for the employee to complete their Bank account, superannuation and TFN details.

To ensure that new employee's are assigned a manager and office code straight away, you'll be prompted after accepting a person to add the manager and office code.

Assign a manager to an employee
  1. Navigate to People > Approved People.
  2. Find the employee and select or search for any employee. Once selected this will bring up the employee's profile.
  3. In the Overview screen, select Edit next to Manager.
  4. Select the Manager's name from the drop-down and click Save.

  Note: The manager needs to be set up as an Admin user so that they appear in the drop-down. If you cannot see the manager's name, refer to the section 'How to make a manager assignable to employees' at the bottom of this guide.
Bulk assign a manager to multiple employees
  1. In the quick menu navigate to People > Approved People.
  2. Select Show Filter, and choose your criteria for employees to assign the same manager to e.g. via position, position locations, employment type etc.
  3. Click Filter below your search criteria.
  4. Click Bulk Actions, Assign Manager to Selected.
  5. Select the Manager's name from the drop down and click Assign.

 

How to make a manager assignable to employees
If you cannot see the appropriate manager from the drop down box when trying to assign to an employee, you will have to enable the setting 'Is this admin assignable as a manager' in the Admin User details.

 

To do this:

  • Navigate to the full menu, Platform Settings > Users > Search for manager name
  • Select Edit admin details by clicking the 3 dots under Actions and turn on the toggle 'Is this admin assignable as a manager'
  • Then save by selecting Update User.

  • You will now find that this manager will now appear under the drop down box when either single assigning a manager or bulk assigning a manager.
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