Human Resources

Employees - Link Manager

It is important to select the person who manages an employee, as this is linked to Nucleus CRM, - where the manager can see the team members sales progress.

Ribbon Access: Finance / HR Employees

  • The Employees listing screen will display.

    • Select Employee

    • Select the row of the employee to whom you wish to link a Manager.
    • Click on Edit.

    Search for Manager

    • The Edit Employee screen will be displayed.
    • Click on the search button in the Manager field.

    Select Manager

    • The Select the Manager screen will be displayed.
    • Select the row of the Manager that you would like to allocate to this employee.
      • In this example, ROW002 - Eden Rowan, is selected.
    • Click on OK.

    Save Manager

    • The selected manager is now assigned and displayed in the Manager field.
    • Click on Save to keep the manager details.

    • A message box will pop up advising the following:
    • Employee: [ ] has been saved.
    • Click on OK.

    • You will return to the Employees listing screen.