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Assigning a Line Manager for Performance Management

How to assign a Line Manager to an employee for managing performance and One-to-Ones

Please note: Line Manager assignment is only applicable for the Performance Management function on Bizimply - which includes One to One management and Feedback.

In this article you will learn:

What Is Line Management?

Line Management is a per-employee assignment: each employee can have one Line Manager, chosen from the set of users who are eligible to manage them. Eligibility isn't a separate setting — it's derived from your existing Account Access permissions: Eligible Line Managers must have permission to view and edit the specific employee's HR profile. Admins can all be assigned as Line Managers.

How to Assign a Line Manager

Please note: you need to have the correct permissions to assign Line Managers to any employee i.e. you will need Admin access, or permission to Edit the Work tab for employees.

  1. Login to your Bizimply account

  2. Navigate to the Employees feature

  3. Click into an employee profile

  4. Click on the Work tab

  5. The first line of data to complete in the tab is for the Line Manager. It will say "Select Manager"

  6. From the dropdown menu available, select the Line Manager you wish to assign to the employee

  7. Click "Save".

How to Assign a Line Manager in Bulk

You can also use the Quick Edit function to assign the same Line Manager in bulk to multiiple employees

  1. On the Employee Table page select using the checkboxes to the left of each employee name, the employees you would like to assigne the same Line Manager.

  2. Click the Actions button to the right of the screen

  3. In the Pop-up, select the Work tab (like the Work tab on each Employee profile)

  4. Select the Line Manager you wish to assign to the employees you have selected

  5. Click Save.

How to Assign a Line Manager Quickly

You can also use the Employee Table view to assign a Line Manager to each employee

  1. In the Employee Table view, make sure that you have the 'Line Manager' option is selected in "Edit Columns" so you can see it in your table view

  2. In the column for "Line Manager" you can click into where it says "Select Manager" and you will be able to select a Line Manager for the employee from the dropdown list.

  3. Once a Line Manager is selected, the option is saved for the employee automatically.

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