---
title: "Add a Manager Assignment"
slug: "add-a-manager-assignment"
description: "Manage employee assignments effectively by defining oversight roles for locations, departments, and positions to streamline approvals and operations."
updated: 2026-06-26T13:48:12Z
published: 2026-06-26T13:48:12Z
canonical: "help.workeasysoftware.com/add-a-manager-assignment"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.workeasysoftware.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add a Manager Assignment

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 **Approval Levels** are set up in **Global Settings**.

![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-6O08UKDW.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

1. Go to **Global Settings > Platform Settings** **> Group Structure** and confirm that all relevant group types (for example, *Location*, *Department*, *Division*, *Position*) are listed and marked as **Is managed: Yes**. Select **Edit** to make this selection if needed. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-FCDCP6KS.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)
2. Go to **Global Settings > Platform Settings > Approval Levels** and confirm that the hierarchy is defined (for example, *Administrator*, *Manager*, *Supervisor*, *Lead*).
3. (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. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-XRARD0XZ.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

### Assign a manager

1. Go to **Employees > Manager Assignments**.
2. Under **Organization Structure**, select a relevant group type such as **Location**, **Department**, **Division**, or **Position**.
3. Choose the desired group (for example, *Miami, FL*).
4. Click the green **Add (+)** button in the bottom-right corner. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-ATWUS3MV.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)
5. In the **Add** panel:
  1. Set the **Start Date** and **End Date** (optional; *Infinite* is the default).
  2. Under **Roles**, select the desired management level (for example, *Manager*). ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-FDVFJZ2V.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

1. The **Assignment** field is then displayed for you to select which employee(s) to assign to that role.
2. From the **Employees** list, select one or more employees to assign.
3. Click **Apply**, then **Save** to complete the assignment. ![](https://cdn.us.document360.io/88d7ebef-752e-45d9-95e1-ee13bd7279c5/Images/Documentation/image-KW14I84R.png?sv=2026-02-06&spr=https&st=2026-11-01T13%3A38%3A35Z&se=2026-11-01T14%3A38%3A35Z&sr=c&sp=r&sig=zrfy66weXCJwgJf1jmZInG%2FhPGpO40v71Uz9lS%2B8qKE%3D)

> If you need assistance setting up your group structure, management levels, or assignments, please contact us at (888) 783-1493, email [support@workeasysoftware.com](mailto:support@workeasysoftware.com), or [submit a ticket](https://www.workeasysoftware.com/resources/submit-a-ticket).