Before getting started
The purpose of this sheet is to guide you through replacing the manager of a group of employees without having to edit the files for everyone concerned one by one.
This scenario arises when an employee leaves or during a reorganization of your company's departments.
Bulk assigning employees to another manager
To do this:
- Go to Employees > HR file.
- Select the initial manager's file.
- From the widgets, click on "Supervises X employees"
Then, click on "Transfer":
- A window opens where you can select the effective date and the employees to transfer, selecting from a drop-down list. You can also designate a new manager for the employees previously supervised by the initial manager:
All that's left to do is transfer the validation permissions: