Company unit management > Assign manager to company unit

Assign manager to company unit

When you build your company unit, you need to assign it a manager. The manager's level of responsibility/authority can be distinguished by marking them as either a level 1 manager (a primary manager), a level 2 manager or a level 3 manager. Note: You can assign more than one manager to each managerial level.

Assigning managers will enable you to make the most of your company unit hierarchy. For example, when up workflow approval rules, you will be able to route transactions that require approval to the manager of the company unit to which the employee belongs.

To assign a manager to a company unit:

1. From the main menu, select Administration > Instance Management > Module - Company Unit.

   The Module - Company Unit screen appears.

2. Click the company unit you want to assign the manager to.

   An editing dialogue box for the company unit appears.

3. Click the Add Manager link under the managerial level you want to assign a manager to.

   The Employee Search window appears.

4. Search for the employee you want to assign.
5. From the search results, click next to the employee you want to assign.

   Your employee will now appear in the editing dialogue box for the company unit.

6. Click Save.