How do I assign a manager to an employee?
To assign a manager to an employee, first click on People > Employees and find the employee you want to edit.
Click on the Change icon at the bottom of the screen to change and update various employee details (more information can be found here)
Now you can scroll down to the Manager drop-down box and choose the manager from the list provided. You can also add in a reason for the change at the bottom of the page if required. Once finished, click Submit.
In some cases, you might find that the desired manager does not appear in the drop-down list. There are 3 requirements for a manager to appear in the "Managers" drop-down list:
- The manager must have a manager-level Job Role. Job Roles can be created and edited under: Administration>HR>Data Management>Job Roles. When editing or creating a job role you will be able to choose whether the job role is "Manager level". The "Manager level" status for each job role is also displayed in the table view.
- The manager must have a manager-level user account. User accounts can be created and edited under: People>Users. When editing or creating a user account you can choose a "User Group", which in this case should be "Manager". The "User Group" for each user is also displayed in the table view.
- Finally, the manager will also need a valid work email address. Their work email address can be found on their employee card (People Employees). Click on the Edit icon (in card view) or Actions Edit (in table view) to edit the profile. The work email address can be found on page 3 "Job Details".
If all of these 3 requirements are met, the manager should be available for selection in the managers drop-down.
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