Creating a Manager

Once you’ve started creating a new user, you can designate the user as a manager in the platform and assign team members to the user. To do so, reach the Team Members page of the slide out panel when creating or editing a user.

On this page, activate the This user managers members of his or her team toggle. Then, in the Manager and Role fields, type in the name of the manager and role into the text area. Below, flag the manager’s team members from the list of users. Use the search bar to search for specific users, if needed.

When finished, press Create User at the bottom of the panel to finish the creation process. Press Review to review all of the details that you’ve configured or press Previous to go back and edit the details. 

Please Note: If you change the manager of a user, any existing evaluations that are scheduled for said user will be deleted unless the evaluation is already in progress. Please wait a full 24 hours to see the changes for role and manager alterations.

You may need to give manager permissions to more than one user at a time. To do so, select the users you want to promote as managers from the All Users page, click on Choose Action in the bottom right corner of the page and select the Give Manager Permission option. Please note that this option is not available when all users are selected with the Select All button. As a result, the toggle This user manages a team will be enabled for all the selected users. A background job will be started when selecting more than 100 users.