Set up reporting relationships

Adding direct reports to a position

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Click the Users page title and select Positions in the dropdown.

4. Click a position name.

5. Click +Add under Direct reports.

Adding a manager to a position

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Click the Users page title and select Positions in the dropdown.

4. Click a position name.

5. Click +Add under Reports to.

A position can only have one manager. If an employee reports to more than one person, click here to learn how to associate them to an additional position.

Assigning managers in bulk

1. Click the gear icon on the top right of your screen.

2. Select User management in the dropdown.

3. Select users in the table.

4. Click Assign and select Assign manager.

5. Search for and select a user or position.

6. Click Assign.