Maintaining accurate reporting relationships is essential for smooth workflow and performance management. In Synergita, HR administrators and managers can assign a Primary Manager to an employee, ensuring clarity in reporting structures and approvals.
Steps to Assign a Manager for an employee are as follows:
Navigate to People > My Team.
The My Team page displays a list of employees along with their designations.
Locate the employee for whom you want to assign a manager
Click on their profile photo or name to open the profile.
Go to the Reporting Structure tab within the employee profile.
In the Relationship field, select Primary Manager.
Choose the employee who will act as the Primary Manager.
Specify the Effective From date for the assignment.
Click Save icon to confirm the manager assignment.
Assigning a Primary Manager ensures proper workflow approvals, maintains accurate reporting hierarchies for performance cycles, and supports structured feedback and evaluation processes.
PS: Synergita implementation for your Organization may vary from how the features are described here. The screenshots given here may also be different from what you see in your system. Please talk to the concerned person in the Organization for any specific queries.