Assigning line managers for employees

Introduction

This section contains the following information:

• About Organization chart
• Benefits of assigning line managers using the organization chart

About Organization chart

In Yomly, the organization chart is an innovative tool that enables you to visualize, plan, and deploy your organization. This tool enables you to create an extensive chart to depict and manage your organization structure and hierarchy.

You can deploy your organization with the required complexity using tightly-knit organizational units (OUs), which could be divisions, branches, business units, departments, or any other unit, based on your company's structure and nomenclature.

As this tool is integrated with other features of the platform, you can make changes related to your organization structure in a single place, your organization chart, and automatically implement them across the platform.

Benefits of assigning line managers using the organization chart

Although you can assign the line manager for a new joiner in your organization when adding them to the Yomly platform, specifying the line manager at that time is not mandatory. You can edit the employee's profile later to assign or re-assign their line manager.

However, we recommend that you use the organization chart to assign line managers for new and existing employees.

Objective

In this tutorial, you will learn how to:

• Assign a line manager for an employee. You can do this by adding the employee to an OU that already has the required manager assigned.
• Re-assign the line manager for an employee. You can do this by adding the employee to a different OU that already has the required manager assigned.
• Assign an employee as the line manager for a group of employees. You can do this by assigning the employee as the line manager of an OU that the required employees are already a part of.

Procedure

This section describes how you can do the following from your organization chart:

• Assign a line manager for an employee
• Change the assigned line manager for an employee
• Assign an employee as the line manager for a group of employees

Assigning a line manager for an employee

To do this, you can add the employee to an OU that already has the required line manager assigned. This enables you to assign the same line manager for the employee. To add an employee to an OU, do the following:

1. In the sidebar, in the Business section, go to Organisation Management > Organisation.

   

   Your organization chart is displayed.

2. Find the OU of the line manager who you want to assign to the employee. You can search for the OU through manual scrolling or using browser search (press Ctrl + F).

   

3. Hover over the OU to display the add (+) icon.

4. Click the + icon.

   

   The displayed dialogue enables you to add and manage the employees in the OU.

   

5. In the Employees List tab in the dialogue, select the employee in the Search Employee drop-down menu.

   

6. Click + Assign Employee.

   

The employee is added to the OU and is assigned the required line manager.

Changing the assigned line manager for an employee

To do this, you can remove the employee from their current OU and move them to the OU that already has the required line manager assigned. To remove an employee from an OU and add them to a different one, do the following:

1. In the sidebar, in the Business section, go to Organisation Management > Organisation.

   

   Your organization chart is displayed.

2. Find the employee's current OU. You can search for the OU through manual scrolling or using browser search (press Ctrl + F).

   

3. Click the OU to display an icon menu on its left side.

4. Click the Edit Organisation icon.

   

   The displayed dialogue enables you to manage the OU's details and employees.

5. In the dialogue, go to the Employees List tab.

6. On the right side of the employee's name, click  .

   

   The Employee Actions menu is displayed.

7. In the menu, click Unassign from this organization.

   

   The employee is removed from the OU.

8. Click Close.

   

9. Find the OU of the line manager who you want to assign to the employee.

10. Hover over the OU to display the add (+) icon.

11. Click the + icon.

    

    The displayed dialogue enables you to add and manage the employees in the OU.

12. In the Employees List tab in the dialogue, select the employee in the Search Employee drop-down menu.

    

13. Click + Assign Employee.

    

The employee is added to the OU and is assigned the required line manager.

Assigning an employee as the line manager for a group of employees

To do this, you can add the employee to an OU that the group of employees are already a part of and assign the employee as the line manager for the OU. To configure the line manager for an OU, do the following:

1. In the sidebar, in the Business section, go to Organisation Management > Organisation.

   

   Your organization chart is displayed.

2. Find the OU for which you want to assign the employee as the line manager. You can search for the OU through manual scrolling or using browser search (press Ctrl + F).

   

3. Hover over the OU to display the add (+) icon.

4. Click the + icon.

   

   From the displayed dialogue, you can add and manage the employees in the OU.

   

5. In the Employees List tab in the dialogue, select the employee in the Search Employee drop-down menu.

   

6. Click + Assign Employee.

   

   The employee is added to the OU.

7. On the right side of the employee's name, click  .

   

   The Employee Actions menu is displayed.

8. In the menu, click Make Line Manager.

   

The employee is assigned as the line manager for the OU.