How to Assign or Change Reporting Manager in WeekMate HRMS
How to Assign or Change Reporting Manager
Overview
A reporting manager defines the employee's reporting hierarchy within your organization. Assigning the correct manager helps ensure that approvals, leave requests, attendance workflows, and other manager-based processes are routed to the appropriate person.
This guide explains how to assign a reporting manager to an employee or update an existing reporting manager in the WeekMate HRMS portal.
Before You Begin
Before assigning or changing a reporting manager, make sure:
You are logged in to your WeekMate HRMS account.
You have permission to manage employee records.
Both the employee and the reporting manager have active profiles in WeekMate HRMS.
Steps
Log in to your WeekMate HRMS account.
Navigate to the Employees module.
Search for and select the employee whose reporting manager you want to assign or update.
Open the employee profile.
Click Edit to modify the employee details.
Locate the Reporting Manager field.
Select the appropriate manager from the available list.
Review the updated information.
Click Save to apply the changes.
The employee's reporting hierarchy will be updated successfully, and future manager-based workflows will be directed to the newly assigned reporting manager.
Video Tutorial
Watch the video below for a complete walkthrough of assigning or changing a reporting manager in WeekMate HRMS.
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