How to Add Line Managers

Created by Liam Morgan, Modified on Wed, 25 Sep at 9:48 AM by Harrigan Phillips

1. Adding Line Managers to staff is useful for making sure the relevant people receive notifications, and this can work in tandem with areas such as event logs, or absence notifications. 


Setting Line Managers on the system can also be used for security settings - the Cascading Line Manager Permission is a permission which when enabled, means that a user can only see the staff records for the people that they line manage (and anyone line managed by those underneath them).


. To add a Line Manager to a member of staff, first navigate to the relevant staff member's record via Staff > List > *Staff Name* > View Staff.



2. Click on the Work tab, and then click the three lines at the far right of Line Manager



3. Click the Line Manager box, and select the correct Line Manager from the dropdown list of staff. Next, click Save.



4. If needed, repeat steps 2 and 3 for the Line Manager (2) box; This second line manager field will work in the same way as the first. Once finished, click Save Staff in the top right.

 

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