Change Direct Manager

The Change Direct Manager section provides a unified framework for establishing, shifting, or removing supervisory reporting lines within the corporate hierarchy. This interface enables administrators to map organizational structures dynamically, either through targeted manual entries or comprehensive batch file integrations, while securing an auditable log of leadership history. 

To access this section, follow these steps: 

1. From the Human Resources workspace. 

2. From the top navigation bar, click HUMAN RESOURCES OPERATIONS. 

3. Under the EMPLOYEES DATA column, click Employee Operations. 

4. Select the Change Direct Manager tab from the horizontal sub-navigation menu bar. 

Internal Tabs Workflow  #

The administration panel is divided into two operational segments: Add Direct Manager to Employee and Change Direct Manager. 

1. Add Direct Manager to Employee  #

This workspace is designed to assign initial supervisory paths to unassigned personnel entries or modify lines using two distinct methods: 

• Add Direct Manager Via System: Manually routing individuals using inline filtering blocks: 

1. Branch: Select the regional corporate facility or site location from the dropdown field. 

2. Section: Select the lower-level operational department assignment. 

3. Management: Define the corresponding executive or oversight level. 

4. Path: Isolate records based on the corporate career track routing. 

5. Sector: Refine rows by broader corporate business sectors. 

6. Employee Name: Select the specific worker profile awaiting assignment. 

7. Direct Manager: Designate the target supervisor responsible for the selected profile. 

8. Click Add Direct Manager to Employee : Commit the reporting alignment live to the system directories. 

• Add Direct Manager Via Excell File: Ingesting large volumes of supervisory assignments simultaneously using spreadsheet manifests: 

1. Direct Manager: Select the overarching supervisor to whom the batch of employees will report. 

2. Click Download Template : Obtain the pre-formatted structural configuration layout. 

3. Click Choose A File: Browse your local directory to select the completed employee data import sheet. 

4. Click Add Direct Manager to Employee: Run the spreadsheet matrix upload sequence. 

2. Change Direct Manager  #

This interface handles immediate leadership transitions, direct manager removals, and historic tracking analytics: 

• Change Direct Manager Management Panel: Overriding or clearing supervisor nodes: 

1. Define the target organizational metrics (Direct Manager, Branches, Section, Management, Path, Sector, or Employee Name) to isolate the active profile. 

2. Click Change Direct Manager : Apply the newly mapped leadership hierarchy string to the database. 

3. Click Remove Direct Manager : Abort the active supervisory line completely, leaving the employee profile detached from direct reporting requirements. 

• Emp Direct Manager Archive: An auditable, read-only historic grid tracking corporate leadership shifts: 

1. Employee Name: The worker profile whose reporting lines were adjusted. 

2. Branch / Section: The structural division logs tracking where the move occurred. 

3. Old Direct Manager: Logs the previous leadership figure attached to the entry. 

4. New Direct Manager: Tracks the incoming supervisor mapped during the movement. 

5. Insert Date: The exact timestamp recording when the modification took place. 

6. User Name: The specific administrator account that executed the override task. 

Grid Operations and Data Export: 

• Search: Type keywords directly into the right-hand search input field to isolate grid rows on the fly. 

• Export to Excel: Pushes the active log listing into an .xlsx workbook sheet. 

• Export to PDF: Generates document report summaries of the visible view. 

• Show/Hide Columns: Toggles data visibility configurations across table listings. 

Note: Changes made to system settings may affect multiple HR modules. It is recommended that only authorized administrators modify these settings.