Management Groups are filters that can be used to only show employees that directly report to managers who are on a high access level and view a large number of employees in Leave Approvals and Timesheet Authorisation.
Setting up Management Groups
To access Management Groups, go to the Admin page >Management Groups.
Click Add new record to create a new group.
Enter a Name for the Management Group and click Save.
Then click the Employees button to select the managers who oversee this management group and will use this as a filter.
Select employees and click Add. Multiple employees can be apart of this group. Once the employee/s have been applied to the group, click Close.
Assigning the Management Group to reporting staff
In the Employee Management screen, open the employee profile of the person who will report to the management group.
In the employee profile, click on Employment section.
Select the appropriate Management Group from the drop down, and Save the employee when finished.
