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How to Change an Employee's Manager or Group

Click the pencil icon on the right of the employee's profile, choose who they're Managed by and their Group, then click Save. Account Owner and Hiring Manager users can do this.

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Written by Steve Waters

Every employee has a manager (shown as Managed by) and belongs to a Group. The group decides which users in your company can see the employee. Account Owner and Hiring Manager users can change both, for EOR and direct employees alike, from the employee's profile.

  1. Open the employee's profile. Go to People > Staff and click the employee. For someone still onboarding, go to People > Onboarding.

  2. Click the pencil icon on the panel on the right that shows Managed by and Group. The Edit employee's other information window opens.

  3. Choose the manager. Under Managed by, pick any active Account Owner or Hiring Manager user in your company.

  4. Choose the group. The Group list only shows groups the chosen manager belongs to. If you change the manager, check the group again.

  5. Click Save.

You can also set an optional Secondary manager in the same window. See How to Set a Secondary Manager.

What happens next

The new manager gets a notification in the platform that they've been assigned. If you moved the employee to another group, users who aren't in that group no longer see the employee in their staff list.

Before the offer is sent

  • Draft: open the employee from People > Onboarding, go to the Role information step and change Managed by and Group. If the manager is in only one group, that group is chosen for you and the Group field is hidden.

  • Waiting for review: click Request changes and say in Amendments which manager or group it should be. The person who submitted it makes the change.

Good to know

  • The group you want isn't listed? The manager isn't a member of it. An Account Owner can add them under Company settings > Groups, or you can choose a different manager.

  • Finance and Accounts users can't change an employee's manager or group.

  • The Direct manager card on the Job tab is separate. It holds the name, job title, email and phone of the employee's direct manager, and Account Owner users can edit it.

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