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Line management

Written for Managers Administrators

Line management allows you to give an employee direct access to manage specific staff members within your organisation.

Follow the steps below to set this up for an employee.

Finding the employee

Step

From My Dashboard, click on Pick workspace and select the site where the employee is located.

Step

From the site inbox page, click the Switch to Manage Mode button.

Step

Click Employee records on the manage sidebar.

Step

Find the employee from the list and click on their name

Configuring line management access

Step

On the employee's record, select Change access

Step

Under the Site access section, drill down into the employees at a site and configure who this employee can manage.

To remove access to an employee, select the - option from the dropdown menu.

Multi-sited?

You can navigate up and down your site hierarchy using the Up and Down arrow buttons next to a site to navigate to other sites/regions, or your entire organisation.

Step

Once you have made the changes, click Apply changes.

How to access the employees you manage

Step

From My Dashboard, click on Line management

Step

The employees you manage will be listed on the page and can be found using the search bar.

Select Manage on an employee to manage their record.