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Change an Employee's Reporting Manager (Single or in Bulk)

Update a reporting manager from the employee profile, use Bulk Import/Export for many employees, and check the user-group permission required — this changes the reporting line, not the performance appraiser.

 Audience & Scope
  • Audience: HR Admin
  • Module: Employee Profile, Employment Management
  • When to use this article: You want to move an employee under a different manager; you need to change managers for many employees at once; you're unsure whether you have access to do it. (Changing the performance appraiser is a different action — see Related Articles.)
Change one (or a few) reporting managers
  1. Use the top search bar to find the employee, open View profile.
  2. Click Edit > Job details, click the Manager dropdown, choose the new manager, Save.
Change managers in bulk
  1. Go to HR Lounge > Employment Management > Bulk Import / Export > Manager > download the Manager template in green.
  2. The template identifies managers by email address — change the manager email on an employee's row to reassign them.
  3. Upload the modified file.
Required permission

If you can't edit the field: Admin Settings (gear icon) > User Groups > modify your user group (pencil icon) > Profile Non-Sensitive Data > Employee general information > Change > tick "Modify every one's" > Save.

Record a promotion (new job title)
  1. First create the title: Settings > Job Titles > +Add Job Title, enter the title, save.
  2. Then assign it: employee Profile > Job tab > + New Job Record under Job History, select the title, choose the correct effective date (after the join date, before any current/future job entries), save — the promotion appears in Job History.
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