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 transfer option is available to clients who have the Core HR solution.
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: