Managers can be assigned to employees via two reporting line options:
Post to Post
This is where the manager is determined by the post assigned to the employee.
Person to Person
This is where the manager is assigned directly and manually to the employee.
Depending on which you use, you can assign a manager to an employee either via the post option in their career history record or via the Reporting Overrides option on their appointment.
📌 Note: This is only visible if Person to Person reporting is enabled. If you don't see the Reporting Overrides tab, then your system does not use Person to Person reporting.
Assign a manager to an employee (Post to Post)
If your system uses post to post reporting, follow these steps to change the manager of an employee.
Click Employees, then click Employees.
Click Career History, then open the employee record.
Click on the Career History tab.
Open the most recent career history record, or create a new one.
Assign the relevant Post to the employee, then click Save.
Post to Post Management
The post assigned to the employee must have a Managing Post with an employee in it for the manager to be in place. You can check that the Managing Post of the assigned post is correct by following these steps.
Click Organisation, then click Post Management.
Find the post to update, then click on the black arrow icon next to it.
Next to the Managing Post field, click the magnifying glass icon.
Select the Managing Post using the lookup window that is opened.
Click Save.
Assign a manager to an employee (Person to Person)
If you have Person to Person reporting enabled, you can add a managing override by following these steps.
Click Employees, then click Employees.
Click Career History, then open the employee record.
Click on the Reporting Overrides tab, then click New.
Set an Effective Date for the manager to be in effect from.
Enter a cease date if required.
Select the relevant manager from the manager lookup, then click Save.
If you only want absences to be sent to a different employee, without changing their manager, you can create a workflow approval override instead.