Assigning Line Managers to Posts
This article only applies to customers with RotaMaster People+. Please speak to your Account Manager for more information.
Please note that before Line Managers can be assigned to their staff, they must first be configured. Click here to learn how to do this.
Primary and Secondary Line Managers can be added to a Post allowing you to grant those Line Managers User Access to view their staff members' Personnel Records, for help with this please click here.
To assign a Line Manager to a Post, go to the Personnel Record of the staff member that needs to have a Line Manager assigned to them. Open the Post Details for the appropriate post (remember - staff members can have different Line Managers for different posts):
Primary Line Managers must be assigned before assigning a Secondary Line Manager. To do this use the drop down box and select the relevant Line Manager:
This Line Manager will now receive any notifications that are configured in Notification Manager to go to Line Managers.
In order for Line Managers to action Leave Requests, Sickness actions etc. they will need to have a RotaMaster Administrator profile linked to their RotaMaster Personnel Record.
Click here to learn how to do this.
Once you have assigned a Primary Line Manager you can then assign a Secondary in the same way. The Secondary Line Manager can be granted the same Admin access rights, but will receive any email Notifications or alerts.
💡 NB - You can bulk update Primary Line managers using the 'Bulk Update Settings' Function in Personnel Manager.
Personnel Manager >click the icon with the three pencils to bring up the 'Bulk Update Settings'.
You can then Select the Rota Group and Team to bulk update, select the relevant Line Manager from the drop down and click Save.
