Navigate to this screen by clicking Reporting Lines on the side navigation panel
Creating New Reporting Lines
To add a Reporting Line, from the Reporting Line screen, click on the “Add” button under the relevant section i.e. Mangers or Subordinates
- Name: This is the full name of the manager or subordinate
- Enter the full name or part of the name and click “Search” button to search for the employee. If one is found, the Name field is updated and if more than one is found then you are presented with a list of matching employees to select from
- Reporting Method: This is the method by which the subordinate reports to the employee or the method by with the employee reports to the manager
- Save Button: Click to save the Reporting Line
Editing Reporting Line
To edit a Reporting Line entry, navigate to this screen by clicking Reporting Line on the side navigation panel. Click on a Reporting Line entry and change the information as required (See Creating Reporting Line). When done, click the “Save” button to save changes or the “Cancel” button to discard changes.
Deleting Reporting Line
To delete a Reporting Line, navigate to this screen by clicking Contact Details on the side navigation panel. Select the checkbox beside the Reporting Line(s) you want to delete and the click the “Delete” button.