Administrators can create reporting line relationships from both the manager and user profile. In this context, the manager is the user that has a reporting line relationship with another user and do not have to be their line manager.
Administrators can set the following reporting line relationships from the Reporting Lines tab in a user's profile.
Line manager.
Delegate manager.
System roles created in site settings.
To do this, follow the relevant steps below.
Set reporting line relationships from manager profile
Administrators can set the reporting line relationship from the managers profile, choosing the relevant users the manager is responsible for.
To do this, follow the below steps.
Switch to admin view.
Click Workforce, then select People.
Search for and select relevant user. Click the Reporting Lines tab.
Click Add Reporting Line, then click Select relationship.
Select relevant system role, then search for and select relevant user.
Click Confirm.
Set reporting line relationships from user profile
Administrators can set the reporting line relationship from the users profile, setting the relevant manager for that user.
To do this, follow the below steps.
Switch to admin view.
Click Workforce, then select People.
Search for and select relevant user. Click the Reporting Lines tab.
Click Add Manager, then search for and select relevant user.
Click Select relationship, then select relevant system role.
Click Confirm.