Assign Managers - Knowledge Base | BerniePortal

Assign Managers

In the “Assign Managers” tab, the global admin has the ability to mass assign managers to employees. This tool is useful for organizations going through a re-structure, if a manager leaves, or if a large number of employees were never assigned managers during onboarding. Assigning managers to employees automatically builds out your employer's Org Chart.

To mass assign managers:
  1. Select the "Account" dropdown. 

  2. Select "Assign Managers" from the left side menu. 
  3. Use the dropdown in the left column to select who needs to be assigned/re-assigned a manager.

    1. If "No Manager Assigned" is selected, all employees that are not currently assigned a manager will show in the listing. 
    2. If a name is selected from the dropdown, that manager’s current reports will show in the listing.
  4. Select the employees that you’d like to assign/re-assign in the left column.

  5. Select the new manager from the dropdown on the right. 

  6. Use the arrow to mass assign/re-assign managers for the desired employees.

  7. To view how your organization is currently structured, select “See Org Chart.”
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