To assign a manager to an employee, click on:
People > Employees
Find the employee you want to assign a manager with. Click on the 'Change' icon (in card view) or Actions > Change (in table view). Scroll down to the Manager drop-down box and choose the manager from the list provided. Finally, scroll to the bottom of the page, enter a Change Reason and Change Date if required, and 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: Admin > 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 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".
- 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.