How to Add a Manager to a Form

The following outlines the steps if you need to add or change a Manager to a Form:

Step 1 - Go to Workplace Central Admin - Forms

1.    Click on 'Workplace Central' icon

2.    Click Admin

3.    Click Forms

Step 2 - Search for Form

Search for the form you wish to make the changes to, click the 'Pencil' icon.

Step 3 - Add/Change Manager

1. Click on the 'Managers' tab 
2. 'Tick' the box next to the name of the person who is going to be the Manager.  
3. If you cant see their name you can search for them by typing their name in the 'Find' box and click 'Go'
4. Click 'Save' once you have selected the relevant name/s.

NB To remove a Manager, simply 'untick' the box next to their name and click 'Save'.

Refresh the page and search for the form again to see the updates made.

Please note this process only allows Managers to receive notifications, search for forms and in some cases see specific Dashboard Widgets relating to the form.

If you require a Manager to be part of a workflow (approval process) please contact the Support Team.