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How To Maintain the Performance Management Line Management Structure

This page is for the maintenance of the Line Management Structure for the Performance Management [CPD] option.

Access: the minimum permissions require to access Line Management Structure is found in the Administration Module from Config>Setup>Roles and Permissions


Also See: How To Use the Performance Management Page [CPD Continuing Professional Development]

From the left Menu go to Modules > Administration > Performance Management > Line Management and Staff Units


Both the Line Managers and Direct Reports can be added here without having to open each Member of Staff page individually. Select the Member of Staff from the dropdown list, the New, Edit and Delete options will only apply once the Member of Staff has been selected.

From the New option select either Line Manager or Direct Report, these are added in the same way as adding directly from the Staff > View > Performance Management pages.

Once added an indented tree will display beneath the Staff Member, continue adding until complete, the page does not have to be saved. All Direct Reports and Line Managers added here will display for that Staff Member on their Performance Management page.

For a more complex structure Direct Reports and Line Managers can be added to other Direct Reports and Line Managers.

Updated on June 1, 2023

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