Filter by ‘Reporting to’ when approving timesheets, leave and unavailability or searching for an employee.
This is usually an employee’s direct supervisor/manager and they will generally approve leave and timesheets for this employee.
The new filter can be used when:
- Approving timesheets
- Approving leave
- Approving unavailability
- Searching for an employee
Adding a reporting to person for an employee
You can update employee details in bulk via the Employee Import. Or individually following the steps below. You can also import Managers in bulk via the Manager Import.
- Navigate to Core HR > People > Managers
- Make sure everyone that have employees reporting to them is shown in your list. If not, you will need to create a new manager account
- Navigate to Core HR > People > Employees > Edit
- In the General Details > Reporting to drop-down field, choose the relevant person
- Click save.
