How do I assign managers for my employees?

Created by Sarah M., Modified on Fri, 10 May at 4:42 PM by Sarah M.

Via the settings panel

1) From your dashboard, go to People > Personnel, search your employee, and open their profile by clicking on their name.

2) Find the manager field and select a name from the dropdown menu.

3) Hit save!

You have now assigned a manager to your employee.

Via Teams

You can also change managers in Teams by messaging PTOZEN "Change manager @username" in chat and selecting the name of their new manager from the dropdown menu

Via bulk upload

1) From your dashboard, go to People > lmported Team Data.

2) Click the "Download excel file" hyperlink to download your current personnel data.

3) Edit the email in the "manager email" field to assign a new manager, then save the document.

4) Click the green "Upload file" button and select the document you just saved. Your personnel data and new managers are now assigned!

A final note:

If you wish to restrict your employee from changing their manager, you can do that on the settings panel.