These steps are for Sage HR customers who use the Core HR module.
If you use Sage HR Essentials, follow the Sage HR Essentials guide to assign direct managers.
Direct managers use your company org chart structure. A direct manager can access employees who sit one level directly below them in the org chart.
You can add, change, or remove an employee's direct manager in three ways.
From the org chart
Add or change a direct manager
From the main menu, select Company.
Select the Org Chart tab.
Drag the employee's tile onto the person you want to assign as their direct manager.
Alternatively, select the cog on the employee's tile.
Select the direct manager from the dropdown, then select Change.
Select Save.
Remove a direct manager
Drag the employee's tile away from the other tiles until the connecting line disappears.
Release the employee's tile.
Select Save at the bottom left.
From the employee's profile
Add or change a direct manager
Open the employee's profile.
Select the Employee tab.
Scroll down to Direct manager.
Select the direct manager from the dropdown.
Scroll to the bottom of the page, then select Save.
Remove a direct manager
Open the employee's profile.
Select the Employee tab.
Scroll down to Direct manager.
Select the Direct manager dropdown.
Scroll to the top of the list, then select the blank option.
Scroll to the bottom of the page, then select Save.
From the org chart settings
Add or change a direct manager
Go to Settings.
Select Employee data.
Select Org Chart.
Select the pencil icon next to the employee you want to update.
Select the direct manager from the dropdown.
Select Save.
Remove a direct manager
Go to Settings.
Select Employee data.
Select Org Chart.
Select the pencil icon next to the employee you want to update.
Select the Direct manager dropdown.
Scroll to the top of the list, then select the blank option.
Select Save.