In Teamflect, you can now selected the manager information source of your users. This allows for greater flexibility and customization within your organization. Follow the steps below to set up your user's managers:
Step-by-Step Guide to Changing a User's Manager in Teamflect
Step 1: Access the Admin Center
Go to the "Active Users" tab. Here, you'll see a list of all active users in your organization.
Step 2: Choose a User to Change the Manager
1. Scroll through the list of active users and select the user whose manager you'd like to update.
2. Look for the manager information section for the selected user.
3. Click on the pen icon next to the manager's name or the pen icon next to the user information. This will open up the Manager Information panel.
Step 3: Select the Manager Information Source
In the Manager Information panel, you'll three options as the manager source:
1. Use manager information from Microsoft Entra ID (Azure AD):
By default, Teamflect syncs manager information directly from your organization's Microsoft Entra ID (formerly Azure Active Directory).
If you need to update a user's manager, the change must be made in your Microsoft Entra ID settings through the Azure Portal. Once updated, Teamflect will reflect the new manager information during the next synchronization.
2. Use manager information from HRIS
This feature is included in the Professional Plan and can be trialed for 30 days, free of charge. New users automatically start with a 30-day Professional Plan trial and will be downgraded to the Starter Plan once the trial ends.
Click here to learn how to start a trial.
Once your HRIS has been configured, you can choose to use the manager information defined in your HRIS platform as the source for manager data.
The default manager information source can be defined from the User Data Source section on the Active User page, where the preferred source for determining and populating manager information for users can be selected.
3. Manually set manager in Teamflect:
A manager can be assigned manually by entering the manager’s email address directly, which will set them as the selected user’s manager.
Click on Submit to save the changes that you have made.
By following these steps, you can manually set up managers for users in Teamflect. This feature gives you greater control over the organizational structure and allows for seamless management within your team.
Note: If you don't manage relationships in Teamflect, but in Microsoft, you can learn more about how to change the manager in Microsoft Entra ID.
Here is a short video:
If you encounter any issues or have further questions, don't hesitate to reach out to our support team for assistance.
Beneficial Use Cases
1. Team Restructuring
When there's a change in team structure or reporting lines, you can manually update the manager field to reflect the new hierarchy without waiting for directory sync.
2. Incorrect or Missing Manager Info
If a user’s manager is missing or incorrectly assigned (due to sync issues or manual error), you can quickly correct it in Teamflect to ensure proper visibility and workflows.
3. Temporary Reporting Changes
In cases where an employee reports to a different manager temporarily (e.g. during a project or manager’s leave), you can update their manager and revert back when needed.