Assigning a Manager helps organize your team structure and streamline day-to-day operations. Managers can view their Employees’ data, manage absences and working time, and take part in essential system processes.
Here’s how to assign a Manager:
Step 1: Open the Employee profile
From the main menu, go to Organization, then click on the Employee’s name to open their profile:
Step 2: Select a Manager
In the Basic information tab, click Edit data at the bottom of the page:
Then, in the Detailed information section, select a Manager from the dropdown list:
⚠️ Don’t see the right person? Open their profile and make sure Is a manager? is set to Yes.
Step 3: Set approval flow
If this Employee’s requests should go through their Manager, tick the option Needs manager?:
❗ If you skip this, requests will go straight to HR.
Click Save to lock in your changes.