Job hierarchy - viewing and changing a manager

This guide shows you how to view the job hierarchy/reporting structure for a role and how to change the manager, which will update the associated employees' manager.
 

Contents

• Overview
• To view the job hierarchy
• To add, change or remove a manager

Overview

You can set up a profile of the posts in your organisation in the Jobs table. Once you've created your job roles, you can build a reporting hierarchy/organisation structure.

To view the job hierarchy

• Go to Job, Pay & Reward > Job and Pay Configuration > Jobs
• You'll see a list of jobs already created
• Locate and click the job you want to view
• Job information sits across three tabs: Details, Notes, Hierarchy
• Click the Hierarchy tab
• You'll see the role's current structure, if it exists
• The job hierarchy shows the post you're viewing, along with any subordinate roles and the role it reports to

• By default, the hierarchy shows as a graphical structure. Use the toggle button to switch between structure and list views

• In list view, the level shows where the role sits in the hierarchy
• In either view, click a job to select it and see its details

Note: You may not want a particular role to show on the org chart - for example, casual or volunteer workers. If so, set the slider on Job Details to Hide on Org Charts

To add, change or remove a manager

• Click on Change Manager to choose the manager this role will report to

• You'll see a list of roles, which you can filter, sort or group to help you find the right one
• Click the reporting manager role to select it. You'll be asked to confirm - check you've selected the right role, then click Yes

• The manager selection will then be confirmed

• Use the Remove Manager or Change Manager buttons if you need to remove or change the manager later