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How do I assign a manager to an employee?

Set a reporting manager in the employee profile so the employee can apply for leave and raise indents.

1 min read Last updated: 30 September 2026

Steps

  1. At the top of your dashboard, click the module access icon.
  2. Go to Administration → Human Resource → Employee Search to open the Employee Details page.
Opening Employee Search from the module menu
1Opening Employee Search from the module menu
  1. In the Search field, enter the employee’s first name, last name or employee ID.
  2. Click the employee’s name to open their profile.
  3. Find the Manager label and click Change.
Manager field with the Change option
2Manager field with the Change option
  1. Search for the manager by first name, last name or employee ID (enter at least three letters) and assign them.
Searching for and selecting a manager
3Searching for and selecting a manager

Note: If an employee has no manager assigned, they cannot apply for leave or raise an indent for an item.

4Assigning a manager demo

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