Assign a manager/s to an employee/s

If you would like to assign a manager to an employee:

1. In the quick menu navigate to People > Approved People.

2. Find the employee and select or search for any employee. Once selected this will bring up the employees profile.

3. In the Overview screen, select Edit next to Manager.

4. Select the Manager's name from the drop-down and click Save.

 

Edit_manager.jpg

 

Note: The manager needs to be set up as an Admin user so that they appear in the drop-down.

To 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 all Filtered.

Assign_Manager_to_All_Filtered.jpg

 

 

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