Overview
The Manager function in AppicalNow is designed to allow users to track and engage with new hires directly from their dashboard. By assigning users to a manager, you provide that manager with visibility into the new hire's progress.
Example
If you're managing a new hire in the marketing team, you can assign their onboarding progress to their team manager. The manager will receive updates on the new hire's learning journey, which makes it easier to provide timely support and feedback. The new hire will also receive a push notification from the manager introducing them, making the onboarding experience feel more personalised and connected.
📌 Notes:
Once a manager is assigned to users, those new hires will be able to see their progress, and the manager will have visibility into their progress as well.
The new hires will receive a push notification from the assigned manager to introduce them.
Steps to Add the Manager Function
→ Go to User Management and search for the user
Click on User Management in the menu on the left.
Use the search bar to find the user you want to assign a manager to.
Click on their name to open their profile.
→ Enable Manager Toolkit
Click on "Role and relations", then click on "Enable manager toolkit" to activate the manager function.
→ Choose a Manager Preset (Optional)
If desired, select a Manager preset from the dropdown menu to define specific manager roles.
→ Assign Users to the Manager
Under the ‘Assign Users’ section, click the arrow to open the dropdown menu. You can manually select users or start typing the name or email address of the person you want the manager to follow. Repeat this step to add all necessary users for the manager to follow.
Note: you can assign the manager to an entire group. Simply click ‘Assign Groups’ to assign a group of users instead of individual users.
→ Save Changes
Click 'Save' to finalise the changes.
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