6.1 Manually changing relationships

Adding an Employee Relationship (Manually)

Choose the Employee focus Mode preference:

You may need to use the Search to filters to focus on the relationships you are trying to assign
Select the Employee you wish to assign a relationship to.
Select the person from the Select from list you wish to include in the relationship
Choose the Type of relationship you with to assign Alan Profile as to Help1 (e.g. Assign AS Team Leader)
You will get a pop-up prompt indicating success in Top RH corner:
And the Leadership Name table will be updated to now show the relationship

On this page:

There can only be a single instance of a Leader/Employee or Employee/Leader relationship specified. e.g.
- From a Leadership Focus, a Leader cannot be more that 1 Leader Type for the SAME Employee.
- From an Employee Focus, an Employee cannot have the SAME Leader for more than 1 Leader Type
  - Note: Team Leaders and Line Managers DO however have the ability to Approve the Skill Profiles of Employees assigned to them
For that reason, once a leader/Employee or Employee/Leader relationship has been established, you will not be offered the same employee or Leader again from the Select from list when the same Employee Name or Leadership Name has been selected and is in focus.

Choose the Leadership focus Mode preference:

You may need to use the Search to filters to focus on the relationships you are trying to assign
Select the Leader you wish to assign a relationship to (Alan in this case)
Select the person from the Select from list you wish to include in the relationship (Anthony in this case)
Choose the Type of relationship you with to assign Alan Profile as to Help1 (e.g. Assign TO Team Leader)
You will get a pop-up prompt indicating success in Top RH corner:
And the Leadership Name table will be updated to now show the relationship

Choose the focus Mode preference (in this case Leadership focus as an example):

You may need to use the Search to filters to focus on the relationships you are trying to assign

Select the Leader you wish to assign a relationship to (Alan in this case)
Select the person from the Employee Name list whose rel;relationship you wish to remove (Admin Demo in this case)
Press the ← Remove Relationship button
You will get a pop-up prompt indicating success in Top RH corner:
And the Leadership Name table will be updated to show the changed relationships status