Assigning a line manager in the Remote People platform allows the manager to review and approve the employee’s expense claims and leave requests.
Managers must also have platform access and the Manager role assigned to them before they can be designated as a line manager.
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.
Adding a New Line Manager
If the desired line manager is not listed, follow these steps to add them:
Navigate to Settings > Users and Roles.
Click Invite Users and enter the new manager’s name and work email.
Assign the Manager role to grant them the necessary permissions.
Configure their access level (e.g., direct reports only or by division) in Settings > Users and Roles.
Once added, the new line manager will appear in the selection list for assignment.
How to Find Your Line Manager
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.
Troubleshooting and Permissions
New Manager Without Access: If the new line manager does not have access to the platform, invite them as a user first, then assign them as the line manager.
Lack of Permissions: If you cannot update the line manager yourself, contact an administrator with the required permissions to make the change.