The platform allows employees to be assigned a Secondary (Approving) Manager, providing a clear point of contact for employment-related concerns. This feature ensures that Leave Requests and Timesheets are routed to both the primary and secondary manager for approval, enhancing efficiency and oversight.
Steps to Set a Secondary Manager
1. Navigate to Employee Management: Go to People > Onboarding or People > Staff.
2. Select an Employee: Choose the employee you want to assign a secondary manager to.
3. Access the Employee Profile: You will be taken to the Employee Profile page and the details will be displayed in the upper-right section of the Profile tab.
4. Edit Manager Assignment: Click on the pencil icon in this section and a pop-up modal will appear, allowing you to update the manager assignment.
5. Select the Secondary Manager: Choose the secondary manager from the dropdown list.
Important Notes:
The groups available in the dropdown are based on the group membership of the manager.
If your desired group is not listed, you may need to either reassign the employee to a different manager or add the current manager to the target group.
If the nominated secondary manager is not appearing, ensure they are in the same group as the primary manager.
6. Save Changes: After making the necessary changes, click Save to apply them.
By correctly setting a Secondary Manager, you ensure that approvals and communications are efficiently managed across the team.