Set Employee Relationships

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Reporting structure defines relationships between employees. Set employee relationships to define the approval workflow (usually from senior employees to their subordinate).

Note: The steps mentioned below are of Empxtrack Enterprise product.

To set employee relationships, you need to:

● Log into the system as an HR Manager or HR Admin.

● On the Roles and Features menu , click on View Employees. A page appears that displays all employees in your current span.

● Click on the profile picture of an employee whose reporting structure you want to modify.

Note: A Manager can view more options in employee menu and can “Mark employee at risk” if an employee is at high risk of leaving the organization.

Note: Icon based menu is available only in Empxtrack Enterprise product.

● Click View full profile link from the menu. Employee profile overview page appears where you can view profile shortcuts.  Scroll down to Reporting Structure section

● Click Change Reports To to change the manager and reviewer of the employee.

● The My Relationship > Change Reports To window appears. You can update reporting managers in this section.

● To change a relationship, check on the Modify check box and specify the name of the new manager. The approval process is displayed and you will be notified when the changes are updated to the database. You will not be able to make changes to this record till the request is approved or rejected.

For example, if you wish to change the manager of the employee click Change checkbox corresponding to Manager Relationship type.

● Provide the name of the new manager/ reviewer in the corresponding New Manager/ Reviewer textbox.

● If you don’t remember the name of the new manager / reviewer, you can click on the Find icon to search the employee.

● Click Submit.

The relationship is successfully updated and a message suggesting the same appears.

● Similarly, you can change the Reportees relationship of the employee to modify the employees who report to the employee.

● Click on Change Reportees in the Reporting Structure section.

● The My Relationship > Change Reportees window appears.

● Enter the name of the new subordinate in the Add New Subordinate field and then click the (+) icon to add that subordinate to the selected employees list.

● Click the Advanced Search icon to search the employee, if you don’t remember the name of the subordinate employee to be added for the employee.

● Click Submit.

● The relationship is successfully updated and a message suggesting the same appears. 

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