How to Link a Management Level to a Group Structure

Overview

These instructions explain how to link a specific management level to a specific group structure after creating management levels. 

Pre-requisites

• Add groups
• Create management levels

1. Click Global Settings > Group Structure.
   
2. Click the group to select who will manage it.
   
   For this example, we selected the group Departments. 
3. Click the ellipsis > Group Structure.
   
4. Click Department to specify who will manage the group at a department level, then click Edit.
   
5. Under Managed By, select the appropriate hierarchical option(s). For instance, whenever a request comes from an employee assigned to a department, it will be assigned to the person assigned as a Deparment level Manager, Supervisor, and/or Lead.
   
6. Select the applicable checkboxes and click Save.
   
7. Click the ellipsis > Save.
   
8. Next, go to Employees > Manager Assignments > Organization Structure.
   
9. Select the appropriate department and click Add.
   
10. For Roles, select a role for this department. These were configured at the initial setup during the onboarding process or at Management Levels after the onboarding process. 
11. For Assignment, select the person who will be assigned that role.
12. Click Apply.
    
13. Click Save.
    
14. If you need to select another person when, for example, the current manager is out of the office, assign specific start and end dates for the temporary manager's substitute to have the Manager role during those dates.
    
15. An Operation Successful notification appears.