This article walks you through how to configure your company’s management levels and approval workflows in the platform. This ensures employees and managers are granted the right visibility and responsibilities based on your organizational structure.
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Step 1: Define your management level structure
Create the layers that reflect your company’s reporting hierarchy, such as:
Administrator (top level, system default)
Regional Manager
Manager
Supervisor
To configure:
Go to Global Settings > Platform Settings > Management Levels.
Use the ellipsis menu to add subordinate levels under each role.
Check Allow multiple managers if the role can be shared across people.
Step 2: Assign management levels to group structures
Once your levels are defined, link them to the appropriate group structures such as Departments or Locations.
Go to Global Settings > Group Structure.
Select a group type (e.g., Departments).
Enable “Is Managed” for that group to allow manager assignment.
Click into the group and set the Managed By field to the corresponding management level (e.g., Managers).
Step 3: Assign managers to specific employees or groups
After assigning a group to a management level, use the Manager Assignments screen to assign people to roles:
Go to Employees > Manager Assignments.
Select the structure type (e.g., Department).
Choose a specific group (e.g., Engineering).
Click Add or the plus icon on the right panel.
Set the Start Date and optional End Date.
Select the appropriate Role (e.g., Manager).
Choose the Assignment and then select one or more employees from the right.
Click Apply.
Click Save.