Assigning Primary And Secondary Line Managers

Primary and Secondary Line Managers can be added to a Personnel Record allowing you to grant those Line Managers User Access to view their staff members' Personnel Records.

To assign a Line Manager to a Personnel Record, you must first ensure that all your Line Managers are created and flagged in the system. For help with this, please click here. 

Next, go to Personnel > Personnel Manager > Personnel Record > Employment > Employment Details:

Here you will see two fields, one for Primary Line Manager and one for Secondary Line Manager:

To assign a Primary Line Manager, use the drop-down box to choose from a list of Personnel Records you have previously flagged as Line Manager:

The Primary Line Manager will be able to receive email alerts and Notifications for that staff member. 

Once you have assigned a Primary Line Manager, you will be able to assign a Secondary:

The Secondary Line Manager will not receive any email alerts or Notifications. However, both Line Managers can be granted access to their staff member's Personnel Records. For help granting this access, please click here.