How to update the manager for staffs in bulk with carbonate?
The ability to update managers for multiple users at once is crucial for efficient HR operations. It saves time, ensures data accuracy, and simplifies organizational changes such as team restructuring or role transitions. By minimizing manual entry, this feature reduces errors and maintains up-to-date reporting hierarchies across the organization.
Below are the steps, how to update the staff manager in carbonate :
Go to the “Staff list” module.
Click on the “Update Manager” button.
Select the staff for whom a new manager has to be assigned.
You can also filter the staff belonging to selected Outlets. Click on “Add from outlet”.
Select the “Outlets” from the dropdown menu. Once the outlets are selected, the system will allow to choose only the users assigned to those selected outlets.
Now click on “Show available manager” to get a list of profiles who can be chosen as RO for the selected users.
Choose a new manager for all selected staff.
Select the “Effective date”.
Note: On the selected date, the system will automatically update the managers for the selected users.
Click on the “Update” button.
In the “Schedule” section, you can verify the details that will take effect on the selected date.
Click on “Edit” to make changes to the schedule as needed.
