You may come across a time where an employee's manager will change.
There are 2 options for doing this
- Changing the manager of an individual employee
- Changing the entire manager's team to a new manager, for example if you were to have a manager leave and you want to change in bulk and not one by one.
Changing the manager of an individual employee
To change an individual manager of an employee please go to
People > Employees
Click on the 'Change' icon to make the change of manager.
You will see the option to select an alternative manager from the list, then click on 'Submit' to save your change.
Changing the manager of an entire team to a new manager
Changing the entire team of one manager to a new manager. To do this please go to
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 - You will select here the new manager and/or approver.
When you click on 'Submit', this will 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 a list of 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.
To edit this, please click the pencil icon to edit the job role.
When you have edited the job role, you will be taken to this page
Please be sure to tick Manager Level.
When you then go back to try either of the above processes, the manager in question should appear in the drop down list.