Adding Managers to Groups

Modified on Wed, 28 Jun, 2023 at 5:12 PM

Manager Groups

A manager group is used to identify what employee profiles are available to managers and administrators.

Add a New Manager to a Group

Account group managers are used to control what employee profiles are available to managers and administrators. Each manager added to a specific group is granted permissions associated with the employees that are part of the account group.

Navigation: Menu > Admin > Global Setup > Groups > Edit

From the Account Groups page, select the Groups Permissions icon for All Company Employees.
From the Edit Group Permissions page, select Add Manager to add a new group manager to the list.
From the Add Manager page, select the View List of Employees icon and select the flag to add a specific manager to the group from the Employee Lookup window.
(Optional) Complete any selections for what the manager should view and/or edit for an employee.
Select Add.
A new manager is now available under Group Managers.
(Optional) To assign an Alternative Manager, select the Assign Alternative Manager icon. An Alternative Manager is useful when a manager is out on leave or vacation.
At the Assign Alternative Manager window, select View List of Employees to select an Alternative Manager from the Employee Lookup window. Complete the Active From and Active To date range.
(Optional) Complete the Active From and Active To date range.
Select Add Alternative.
Note: The Auto Groups functionality automatically creates groups based on specific fields. Once created, a user is automatically moved in and out of groups as certain fields change in their employee account. Auto Groups can be setup under Menu > Admin > Global Setup > Company Setup > Company Config > Auto Groups.