Change Manager

1. Navigate to "My Client Groups" then "Employment Info": 

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2. Search by name, person number, or assignment number and filter by assignment status: 

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3. Search for the assignment to edit, then select the "..." menu button to perform the action: 

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4. Select each toggle option available (at least until you are more familiar with this information): 

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5. Input the following requested information into the correct fields: 

  • When does the manager change start? Enter the date. 
  • What's the way to change the manager? Manager Change. 
  • Why are you changing the manager? Select the most applicable option.

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6. Use the pencil icon to change the manager: 

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Please note: Employees may only have one line manager. 

7. Once the change has been made, select the 'save' button: 

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8. Add direct reports to the employee (if applicable): 

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9. To finish, hit submit. You have now completed this process!