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. In this example, the management level is Manager, and the group is Departments.

Pre-requisites

Learn how to:

• Add groups
• Create management levels

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