Search_32_n_p.png Select Manager

Manager is a person responsible for controlling or directing all or part of a company.

  1. On the Service Workspace accordion, in the Administration expander, click Employees node. The workspace displays list of all the available employees of the organization.

  2. Open appropriate employee record to whom you want to assign a manager.

  3. In the workspace, click Employee tab.

  4. Click search button Search_16_n_p.png that appears beside Manager field. Lookup Resource dialog box appears.

  5. Select  appropriate Manager for the Employee from the list.

  6. Click Select and Close.

Note-Green16-n-p.png Note: If specific manager you are looking for is not found in the list, then make sure that Acting Supervisor check box is checked in the Manager's account.

 
 

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image175.gif To Create a New Employee