Background information
This article will help you to understand how to replace the manager of a group of co-workers, without having to edit the user files one by one.
This scenario can happen when a co-worker leaves the company, or when a department structure is reorganized.
Assigning a group of co-workers to another manager
To do this, please follow the steps below:
- Go to Co-workers > HR file.
- Select the file of the initial manager.
- From the widgets, click on "Supervises X collaborators".
Then click on "Transfer":
- A pop-up will open, where you can choose the effective date and the employees to be transferred from a drop-down list, as well as designate a new manager for the employees previously supervised by this person:
All that remains is for you to transfer the approval rights:
