When setting up a manager in Empeon Workforce, it’s important to make sure they are configured both as an Employee and as a User. This ensures that their profile links correctly and that they can access the system with the right level of visibility.
Follow the steps below to add a manager:
Step 1: Confirm Employee Setup
The manager must exist in the system as an Employee in order to set them as a Manager.
Step 2: Create User
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Go to the Organization Master Portal and select Users.
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Set up the user with the correct companies they should have access to. For instructions on adding a user, see our detailed instructions here.
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Setup the correct access level for each company they are in. You can select Direct Reports if they should have access to only the employees whom report to them in each company.
Step 3: Update Manager in Job Info
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From the top navigation bar, go to Company > HR > Job Info.
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In the Job Info tab, select Managers on the left, then + New Manager in the top-right corner.
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Select the manager and choose Add.
Step 4: Assign Manager to Direct Reports
If the manager should have access to their direct reports, ensure the Managed By field is updated for each employee that reports to them. You can do this manually or via import.
Step 5: Verify in the Org Chart
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Once the manager is added, navigate to People > Org Chart.
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Here, you can confirm that the manager displays correctly within the company structure.
