Manager Assignments let you define which employees oversee specific groups, such as locations, departments, or positions. These assignments control who can approve requests, view reports, and manage day-to-day operations within their designated scope.
Before setting up assignments, ensure your group structure and management levels are properly configured in Global Settings.
Prerequisites
Before assigning a manager, make sure your Group Structure and Management Levels are set up in Global Settings.
Go to Global Settings > Platform Settings.
Select Group Structure and confirm that all relevant group types (for example, Location, Department, Division, Position) are listed and marked as Is managed: Yes.
Select Management Levels and confirm that your hierarchy is defined (for example, Administrator, Manager, Supervisor, Lead).
(Optional) Enable Allow multiple managers if more than one manager can oversee the same group or location.
You can select any management level that has been previously configured in Global Settings during manager assignment.
Assign a manager
Go to Employees > Manager Assignments.
Under Organization Structure, select a relevant group type such as Location, Department, Division, or Position.
Choose the desired group (for example, Miami, FL).
Click the green Add (+) button in the bottom-right corner.
In the Add panel:
Set the Start Date and End Date (optional; Infinite is the default).
Under Roles, select the desired management level (for example, Manager).
The Assignment field is then displayed for you to select which employee(s) to assign to that role.
From the Employees list, select one or more employees to assign.
Click Apply, then Save to complete the assignment.
If you need assistance setting up your group structure, management levels, or assignments, please contact us at (888) 783-1493, email [email protected], or submit a ticket.