You may come across a time where an employee's manager has changed, there are 2 options for doing this within NaturalHR.
- Changing the manager of an individual employee
- Changing a manager's entire team to a new manager, for example if you were to have a manager leave an you want to make this change in bulk rather than one by one.
Changing the manager of an individual employee
To change an individual manager of an employee please go to
People -> Employees
Now search for the employee and click on the 'Change' icon to change their manager.
Simply click into the Manager dropdown and select the desired manager for this employee, once that's done click Submit to save your change.
Changing the manager of an entire team to a new manager
To change a manager's team to another manager, navigate into:
Administration -> HR -> Manager change
You will then be presented with the below page:
Change - You can select to bulk change manager or approver.
Current manager - This is where you would select the manager/approver you wish to change from.
Current employees - Here you would either select all, or just specific employees you wish to change.
New manager - Here you can select the new manager/approver you want to change the team over to.
Once you're happy with each field click Submit to action the change.
What if the manager is not appearing in the drop down list?
If the manager is not appearing in either of the above cases. There are two places you will need to check
- The user group of the individual manager
- The job role not being a 'Manager level'
To check this, please go to
People -> Users
Filter by the user who you believe is a manager and ensure the 'User group' is set to 'Manager'. If not then edit the user and change their user group to Manager.
To check the job role, please go to
Administration -> HR -> Data management -> Job roles
You will see job roles listed in a table like the one below. You will need to find the job role of that manager. If it shows under 'Manager level' 'No', this will be the reason why the manager is not showing up in the Manager dropdown.
To edit this, click Actions -> Edit. Once on the edit page simply tick the Manager level checkbox to set this job role to manager level then click Submit to save the change.
When you then go back to try either of the above processes, the manager in question should appear in the drop down list.