How to update reporting manager individually or in Bulk?

In the onboarding process, new employees are assigned a reporting manager who is responsible for tracking their output and work functionalities. However, situations may arise where a change in the reporting manager is required. This can happen due to employee promotions, the departure of the assigned reporting manager, or when employees move to different teams or departments. Now, let's explore how we can make changes to the Reporting Manager, both individually and in bulk.

Updating reporting manager for an individual employee

Go to the Global search bar (1) and search for the employee's name whose reporting manager needs to be changed, go to the employee's profile, and click on the Job (2) tab. Under the Organization card, navigate to the Reports To field and click on the Edit (3) icon that appears beside it.

Click on the New Reporting Manager (1) field and type the name of the new reporting manager along with a Note. Once done, click on Update (2).

Reporting Manager is a mandatory field and cannot be left blank. In case of no Reporting Manager, you can keep the employee's reporting to self.

Reporting Managers can be changed in bulk by doing an Employee Job Details import. To go through the entire procedure of importing job details, click here.