Assign managers and reporting relationships

• Open the correct club’s Workforce workspace with a signed-in staff account linked to that club and the required module access. Club membership alone does not give Workforce access.
• You need permission to view the team or set up Workforce to read the chart, and Workforce setup authority to change reporting or leadership. A Manager label or visible department assignment does not give you edit permission.
• These illustrations reconstruct the dedicated Clubhouse Workforce web screens with fictional people. They do not show a change to a live staff record or the native Workforce app.

Open the manager’s Reports to dialog and find Leads these departments. Tick each department they lead and choose Manager, Assistant manager or Lead from its type selector; each change saves immediately, and the team includes that department’s regular staff, including people who join later.

In the same dialog, find the Who reports to heading followed by the manager’s name and use Find a person to tick people who report to them explicitly, including people outside their departments or another manager. The manager needs a staff sign-in before anyone can report to them through this control; assigning leadership does not create that sign-in or grant Manager access.

Alternatively, choose Departments in Org Chart, find the department and choose Add a lead. Select Person and Their part, then choose Add as lead and check the success message and updated department card.

You can also open Schedule → Departments / Roles and choose Assign under Managers on the department card. In Assign Department Manager, choose Department, Manager and Manager type, then choose Assign Manager; wait for the successful assignment and check the department card.

Reopen the person’s reporting dialog and compare People, Chart and the department cards. A person can belong to a manager’s team through several direct, group or department routes; managers and club administrators join a team through reporting links, rather than simply sharing a department.

Untick the intended leader or group in the person’s Reports to dialog to remove that explicit link, or untick the department under Leads these departments to remove that leadership assignment. You can also use the X remove control beside the lead on a department card; wait for confirmation and reopen the chart, because another direct, group or inherited route may still keep someone on the team.

Managers work only with their own team is a club-wide access setting, not a chart filter or a required step when assigning one person. When on, it limits managers’ HR records, time off, time clock, shift changes and applications to their team or departments, while everyone still sees the whole schedule and directory; club and Workforce administrators retain all-team scope.

Leave the team-only setting as agreed for your club and review any Needs attention gaps before changing it separately. Reporting links and department labels do not create sign-ins, grant Workforce access or replace access permissions.

You’ve assigned the intended reporting links and department leadership, then checked the resulting teams. Keep explicit links, inherited team membership and staff access permissions separate when making future changes.