Adding or changing a primary manager

A Team Member can have only one primary manager. The manager is prompted to perform all management tasks for the Team Member.

To assign a manager to a Team Member:

  1. Go to the Team Member's Home page and select Change Position:

    Screenshot: Selecting Change Position from a Team Member record page

    Sage People opens the Team Member Job Change page.

  2. In the Team Member Details section, in Manager, enter the name of the Team Member's primary Manager. Use Manager Lookup Icon: Salesforce lookup if necessary.

  3. Select Save.

To change the manager to multiple Team Members in a single operation, use the Transfer Wizard.