Assigning a line manager in the Remote People platform allows the manager to review and approve the employee’s expense claims and leave requests.
Steps to Assign a Line Manager
Navigate to the People section.
Open the profile of the employee you want to update.
Go to the Job tab.
Scroll down to the Organization section.
Next to Line manager, click Edit.
In the pop-up window, search for and select the appropriate manager.
Click Save to apply the changes.
Your line manager is the person to whom you report directly within your organization. To find your designated line manager on the Remote People platform:
Navigate to the People section.
Open your profile and go to the Job tab.
Look for the details of your assigned line manager, which should be listed under the Organization section.
Updating Reporting Lines
If you need to update an employee’s line manager, follow these steps:
Navigate to the People section and access the employee’s profile.
Go to the Job tab and scroll to the Organization section.
Next to Line manager, click Edit.
In the pop-up window, search for and select the new manager.
Click Save to apply the changes. Once all updates are complete, ensure that employees previously assigned to the outgoing manager are reassigned to the correct manager. The platform provides in-app guidance to assist you with this process.
What Happens Next?
Once the line manager is assigned, the manager will automatically gain access to:
The employee’s expense approvals
The employee’s leave requests
This ensures the manager can review and manage approvals directly within the platform. Additionally, the platform offers in-app guidance to assist with managing reporting line updates.