Set and Understand the company's internal reporting relationship
The system can display the reporting relationship, which can be achieved through [Reporting Line]:
View employee's subordinate relationship
Quickly view employees who have not assigned a manager
Check and Set a Manager (Supervisor) for an Employee
Step 1 Check [Manager] of an Employee
Click into "People" --> "Employment & Payroll Information"
When we add employees, we can designate the employee’s [Manager]
Step 2 Add [Manager] for an Employee
If you did not designate a manager to the employee, you can also add the employee's [Manager] by changing the employee's [Employment & Payroll Information]
Check Reporting Line (Reporting Relationship)
Step 1 Enter the "Reporting Line" Page
To view the reporting line, please go to [Company] --> [Department] --> Click on [Reporting Line].
Step 2 Understanding the reporting relationship, and those employees without a manager
In the reporting line, you can quickly see the employee’s supervisor-subordinate relationship.
Note⚠️:
By default, the system only displays the top two reporting relationships. If an employee has subordinate employees, the number of subordinates will be displayed in the upper right corner of the employee's name. Click on the number to expand the subordinate employee list.
Note⚠️:
You can also see the list of employees that has no reporting relationship specified on the right side of the page.
Note⚠️:
Just click on the upper-level employee to return to view the upper-level reporting relationship
Note⚠️:
To ensure display performance, the system can only display up to three levels of reporting line
