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Managing reporting lines
Who is this article for?Users responsible for user management.
PersonEditReportsTo permissions are required.
To help managers oversee their employees' development and progress, you can assign direct reports to their user records.
This article shows you how to set that up.
1. Adding direct reports
To add a direct report:
- Access the People module.
- Select People.
- Open a user record.
- Switch to the Properties tab.
- Click Edit (Pencil icon).
- Click Add Direct Reports.
- Tick relevant users.
- Click OK.
2. Deleting direct reports
When someone moves within an organisation, you can remove them as a direct report from their manager's record.
To delete a direct report:
- Tick the job role.
- Click Remove Job Role(s).
This will bring up a confirmation pane.
- Click OK.
3. Viewing managers
To view who you report to, scroll down to the Reports To section.
This is a read only section. To modify the reporting line, add and remove direct reports as needed from the relevant People records.
1. Adding direct reports
To add a direct report:
- Access the People module.
- Open a user record.
- Expand the Properties section.
- Click View/Edit Properties....
This will open a new window. - Switch to Reporting Structure.
- Click Add Direct Report....
- Highlight relevant users.
- Click OK.
2. Deleting direct reports
When someone moves within an organisation, you can remove them as a direct report from their manager's record.
To delete a direct report:
- Highlight the job role.
- Click Remove.
- Click OK.
- Click Save.
3. Viewing managers
To view who you report to, expand the Properties section.
This is a read only section. To modify the reporting line, add and remove direct reports as needed from the relevant People records.