How to assign a manager to a staff member?

You can assign a manager to each staff member or a group of staff. 

  1. Assigning a Manager to each Staff member Individually (One by One):


In Truein Web Dashboard:

Web Dashboard: Staff Directory > Action Column > Click Three Dots > Click Edit > Work Tab > Select Manager from Manager Drop Down





  1. Assigning a Manager to a Group of Staff (Bulk):

Web Dashboard > Staff Directory > Bulk Edit > Download spreadsheet

Update Manager Employee Id and upload