Assign Managers - Knowledge Base | BerniePortal

Assign Managers

Use Assign Managers to mass assign or reassign managers to employees. Assignments update your company's Org Chart.

Who this is for

Employers signed in to the employer account. Global Admins signed in as the employer use the same path.

To mass assign managers:
  1. Open Account from the account menu. For steps, see How to Access Your Account from the Account Menu.
  2. Select Assign Managers in the left sidebar.
  3. In the left Direct Reports Of... dropdown, select No Manager Assigned (employees without a manager) or select a manager (that manager's current reports).
  4. Select the checkboxes next to the employees you want to assign or reassign.
  5. In the right Direct Reports Of... dropdown, select the new manager.
  6. Select the right arrow between the columns to move the selected employees to that manager.
To view the hierarchy, select SEE ORG CHART on the Assign Managers page, or see Viewing your Org Chart.

Other ways to open Assign Managers:
  • From the Org Chart, select ASSIGN MANAGERS.
  • From the Home To Do list when employees still need managers — see To Do - Assign Managers.
To assign a manager on one employee's profile instead, see Creating your Org Chart.

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