Assigning or Changing an Employee’s Manager

Overview
Define reporting lines by setting who each employee reports to—important for approvals, leave requests, and org charts.

Steps to Set a Manager

1. In HR > Employees, click Edit on the employee’s row.

2. In Account Details, locate Reporting To.

3. Select the manager from the dropdown of active employees.

4. Save your change.

Tips

• If the manager isn’t listed yet, first add them as an employee.

• Use consistent titles (Team Lead, Manager) to keep org structure clear.