How to add/ change Reporting Manager of the employee?

Created by Karthick Raja K, Modified on Wed, 22 Nov 2023 at 06:10 PM by Karthick Raja K

The reporting manager can be changed by admin in two different methods

1. Employee Edit Page.

2. Bulk Upload

Employee Edit Page:

If you want to change the reporting manager, kindly update the manager's user ID in the below-highlighted field.

Organization -> Employees -> Search the employee -> Edit -> Who’s the employee reporting to at work?

Bulk Upload:

If you want to change the reporting manager in more number of employees, kindly use the bulk upload option.

Organization -> Employees -> Dropdown (beside Add Employee) -> Bulk Upload -> Select "Custom Upload" -> Download Template -> In Excel, Update the header as "Reporting Manager ID" (in Column C) -> Update the reporting manager ID against each employee -> Bulk Upload.