Manager Assignments

Understanding Multiple Managers

The system supports assigning multiple managers to each employee with these features:

• Primary Manager: One manager designated as the main point of contact
• Secondary Managers: Additional managers with equal approval authority
• Approval Rights: Any assigned manager can approve requests
• Notifications: All managers receive notifications about their managed employees

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Assigning Managers

To assign managers to an employee:

1. Go to Settings → Employees → (Select Employee)
2. Scroll to "Manager Assignment" section or click "Assign Managers"
3. Select managers:
   • Check the boxes next to each manager you want to assign
   • You can select multiple managers
4. Designate primary manager:
   • Select one manager as "Primary" using the radio buttons
   • This is required if assigning managers
5. Click "Save Managers"

Important Rules:

• At least one manager required for most employees
• Exactly one manager must be marked as primary
• Cannot assign an employee as their own manager

Manager Assignments

Manager assignments determine who can review direct-report activity and who becomes the default approver in flows that depend on a primary manager.

• Use the employee detail page to review the current manager list
• Keep one primary manager assigned at all times
• Add secondary managers when you need backup approval coverage or matrix reporting
• Update assignments promptly when reporting lines change

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Removing Managers

To remove a manager from an employee:

1. Go to the employee's profile
2. Open "Manager Assignment"
3. Uncheck the manager you want to remove
4. Ensure at least one manager remains
5. If removing the primary manager, designate a new primary
6. Click "Save Managers"

Notifications:

• Employee receives email notification
• Removed manager receives notification
• Remaining managers are informed of changes

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Manager Best Practices

• Assign primary managers thoughtfully - They're the default contact
• Use multiple managers for matrix organizations - Support complex reporting structures
• Keep manager assignments current - Update when people change roles
• Document manager responsibilities - Clear expectations prevent confusion
• Review manager assignments quarterly - Ensure accuracy over time