Assigning Assistants

Understand how to assign assistants in Sage.

  1. On the Role Details page, Assistant Assignments section, select Edit Assignments.

    Screenshot: Selecting Edit Assistants in the Assistant Assignment section

    Sage People expands the Assistant Assignments section.

    Screenshot: Expanded Assistant Assignments section

  2. Select Add Assistant.

    Sage People displays the Manager and Assistant selection fields.

    Screenshot: Manager and Assistant selection

    Screenshot: Assistant Assignments

  3. Select Manager Lookup Icon: Salesforce lookup.

    Sage People displays Manager Lookup.

  4. Find and select the manager you want to set up with an assistant.

  5. Select Assistant Lookup Icon: Salesforce lookup.

    Sage People displays Assistant Lookup.

  6. Find and select the assistant you want to act for the manager you selected.

  7. Select Start Date and choose the start date for the assistant assignment. The Start Date must be today or in the future.

  8. Optionally, select End Date and choose the end date for the delegation. If you don't select a date, the assistant assignment is in place until you remove the assistant assignment record.

  9. If you want this assistant to receive notifications for the manager in place of the manager, select Notify Only Assistant.

    Checking Notify Only Assistant means the manager doesn't receive notifications for the processes you defined for this role. The system routes them directly to the assistant.

  10. Select Add.

    Sage People adds the manager and assistant to the list of Assistant Assignments for this role.

    Screenshot: Assistant Assignments with one assignment record

    You can repeat the steps to add multiple managers and assistants for this role.

    • One manager can have multiple assistants. All assistants then receive notifications for the manager

    • Multiple managers can have a single assistant. The system then sends notifications for all managers to the assistant

    • An assistant in one manager-assistant assignment can be a manager in another manager-assistant assignment. However, you can't create chained relationships. Notifications pass one level only

    • We allow circular manager-assistant assignments. A manager and assistant in one assignment can swap roles in another assignment in the same role

    • We don't allow duplicate manager-assistant relationships. The system deletes the duplicate. You can't save it

  11. When you’ve defined all the assignments for this role, select Save.