> For the complete documentation index, see [llms.txt](https://help.marcopayroll.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.marcopayroll.com/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/assigning-staff-managers.md).

# Assigning Staff Managers

### **Assigning a Reporting Manager**

<details>

<summary><strong>Who can use this feature:</strong></summary>

All Managers

</details>

* **Admin Managers** can assign a **Reporting Manager** for all staff.
* **Other Managers** can only assign a **Reporting Manager** for their managed staff.
* Each staff member can have **only one** Reporting Manager.

#### **Before You Begin**

Ensure that the **Reporting Manager’s profile type** is set to **Manager Only** or **Manager & Staff**.\
To learn how to change a user's profile type, refer to [**Changing a User's Profile Type**](/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/managing-system-access.md#changing-a-users-profile-type).

#### **Steps to Assign a Reporting Manager**

1. Go to **People**.
2. Select a staff member > **Work**.
3. Under **Work Info**, click **Edit Info**.
   * The **Edit Work Info** screen appears.
4. Select a **Reporting Manager**.
5. Click **Save Changes**.

***

### **Assigning Data Managers**

<details>

<summary><strong>Who can use this feature:</strong></summary>

Admin Managers

</details>

* **Admin Managers** can assign Data Managers in two ways:
  * **Single-assign:** Assign each staff member individually.
  * **Bulk-assign:** Assign multiple staff members to a single manager.
* Each staff member can have **multiple Data Managers**.

#### **Before You Begin**

Ensure that the **Data Manager’s profile type** is set to **Manager Only** or **Manager & Staff**.\
To learn how to change a user's profile type, refer to [**Changing a User's Profile Type**](/marco-user-guide-x4/2025/marco-platform-structure/customer-portal/manager-guide/people-management/employee-transition/managing-system-access.md#changing-a-users-profile-type).

#### **Steps to Assign Data Managers**

{% tabs %}
{% tab title="Single-assign" %}

1. Go to **People**.
2. Select a staff member > **System**.
3. Under **Data Managers**, click **Edit**.
   * The **Edit Data Managers** screen appears.
4. Select the Data Managers.
5. Click **Save Changes**.
   {% endtab %}

{% tab title="Bulk-assign" %}

1. Go to **People**.
2. Select a **Manager** > **System**.
3. Under **Manage People List**, click **Edit**.
   * The **People List** screen appears.
   * The **right-side list** shows staff currently managed by the selected manager.
4. **To assign staff to a manager:**
   * Select users from the **left-side list** and click **Add**.
   * The staff are now assigned and appear in the **right-side list**.
5. **To remove staff from a manager:**
   * Select users from the **right-side list** and click **Remove**.
   * The staff are now unassigned and appear in the **left-side list**.
6. Click **×** to close the screen.
   {% endtab %}
   {% endtabs %}


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