User Self Service>>Manager>>Reporting Relationship Imports>>Template
Reporting Relationship Imports
Managers can view and manage employee reporting relationships within their organization or any other entities they have access to. This feature allows managers to review existing reporting structures and make updates as needed, ensuring that each employee is linked to the correct supervisor.
Managers can easily add, edit, or remove reporting relationships to reflect current team structures, making it simpler to track reporting lines and support efficient team management.
Step 1: Download the Template
E.g. For employee Kevin Edwards whose direct supervisor is PNO KHD08 the following changes will be made: -
- Direct Supervisor - PNO: KHD04
- Secondary Supervisor - PNO: KHD08, Assistant: Yes
Step 2: Complete the Template
Enter the required changes and save.
Step 3: Import the Completed Template
User Self Service>>Manager>>Reporting Relationship Imports>>Import
Step 4: Post the Imported Records
When the imported records are posted, they become effective in the application.
Step 5: View Updated Reporting Relationship Records
The changes can also be viewed in Personnel>>Personnel>>Positions>>All Positions (Filled and Vacant)>>[Select Employee]>>Edit Position Supervisor.
