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Bulk Actions - Manage Additional Reports to
Bulk Actions - Manage Additional Reports to

Add additional managers in bulk

Sarah Mills avatar
Written by Sarah Mills
Updated over a week ago

In this area, you have the ability to assign/edit an additional manager for a number of employees. Please note that an employee will have to have a direct report before adding an additional manager. 

To do this:

  1. Click on the Bulk Actions tab on the left hand side:

2. Select the 'Manage Additional Reports To' option:

3. You will be presented with this screen:

4. Use the 'Select Employee' box to select the additional manager you wish to 'manage' the team for - This will automatically bring up a list of employees.

5. Use the 'Select Action' button for the following options:

Add - Select the employees you wish to add this additional manager to.

Replace existing with - If the employees shown already have an additional manager, you can replace this person with the new additional manager selected.

Remove - By selecting this option, the list employees will change to all employees that have this person as an additional manager already. By selecting the employee, you will be removing the additional manager from their record. 

6. Click 'Save' and you will be presented with a confirmation message:

Customer Services Team.

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