Human Resources

Employees - Link Manager

It is important to select the person who manages an employee. This is linked to BPO CRM - where the manager will be able to see his team members sales progress.

Ribbon Access:   Finance and HR   >  Employees

  1. The Employees listing screen will display.

Select Employee

  1. Select the row of the employee to whom you wish to link a manager.
  2. Click on Edit.

Search for Manager

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

Select Manager

  1. The Select the Manager screen will be displayed.
  2. Select the row of the Manager that you would like to allocate to this employee.
    • In this example, SHA001 - Belinda Sharman is selected.
  3. Click on OK.

Save Manager

  1. The selected manager is now assigned and displayed in the Manager field.
  2. 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.