This article is created for new and existing Qualee clients.
Whether you are using Qualee for X-boarding, Learning, or Engagement, you have the option to delegate tasks between Administrator(s) and Manager(s).
Creating Manager(s) in Qualee
Navigate to Advanced > User Access
Select Managers
Scroll down to the bottom of the page and key-in the name of the existing Qualee user you wish to give a manager permission
Once done, scroll back up on the same page and configure the permissions you wish to allow for your manager(s) accordingly.
Qualee users who are given a Manager access can now be associated to any employees by navigating to the employee's profile individually or in bulk via .CSV
Method 1: Assigning Manager(s) to an employee record:
Navigate to Advanced > Employees
Select an employee record
In the employee record page, scroll down to the bottom and assign the Manager(s) accordingly.
To search for a manager's name, key in the first 3 letters of their first or last name.
Click Save changes to save your work.
Method 2: Assigning Manager(s) via .CSV Employee Upload Template (new users only)
In the employee upload template navigate to Column I (Manager)
Key-in the email address of the manager to a respective employee
Upload your .CSV file via Advanced > Employee > Add Employee
Note: Associating Managers and Secondary Managers via CSV Employee Upload Template only works for new employees.
*Note: Learn more about Bulk Uploading of Employees