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, 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, 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 dropdown 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, go to:
People > Users
Filter by the manager, click 'Edit', and ensure the User group is set to 'Manager'.
To check the job role, 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 Edit action to edit the job role.
When you have edited the job role, you will be taken to this page :
Please be sure to tick the 'Manager Level'.
Now, as you go back to try either of the above processes, the manager in question should appear in the dropdown list.
HRWize
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