The manager and direct reports for each employee are defined within the Position record. Typically, the initial association between employees and managers across the company is configured by your consultant during account setup.

When you add new employees manually or via import, you’ll need to assign their manager manually from the Position record.

Assign a new manager to an employee in the org chart

1. Go to Employees > Positions
2. Search for the employee’s name and click the edit icon
3. Locate the Reports to field and click the Browse button
4. A list of all employees and their positions will appear. Select the radio button next to the desired manager
5. Click the Select button
6. Click Save

To change or update the manager later, simply repeat the same steps and save.

Note: If the employee has no manager because they are at the top of the hierarchy (e.g. CEO or Managing Director), when you reach step 4, you can click the No selection button and save. The Reports to field will then be left empty and display "N/A".

See also: Change the manager for multiple employees at once, Position history