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Set up management reporting lines

Updated

Available for the following plans: Lite, Plus, Unlimited HR, Essentials, Engage, Elite, Unlimited HR+Payroll,
Available for the following user access levels: Admin 

Assigning a Primary Manager to your employees plays to roles. It forms the foundation for your approval workflows and also establishes the structure of your Org Chart. 

An employee will sit nested under their primary manager in the org chart and their primary manager will be the recipient of any requests the employee submits such as leave, timesheets or expenses. 

Other platform features, such as Workflows and Permissions can support variations to this logic (such as granting access to a finance employee to approve expenses). However it is critical to first establish this foundation structure. 

Assigning a Secondary Manager is optional, you can find out more about which features a Primary, Secondary and Indirect Manager can access here.

Set up management reporting lines and your organisation chart

Assign Managers one-by-one
  1. Log in to Employment Hero.
  2. Click People.
  3. Click the People list from the submenu.
  4. Select an employee from the list to update their details.
  5. Click on the Employment Details tab. 
  6. Click the Edit button.
  7. Use the drop-down menu to select the employee's manager.
  8. Save. 
Assign Managers in bulk using a CSV upload
  1. Click People.
  2. Click the Import Employees from the submenu.
  3. Export the template for bulk updates by selecting Update Employee Employment Details and Download.Screenshot of Import Employees page Step 1 of 4 showing CSV template selector with Update Employee Employment Details chosen and file upload area on the right
  4. To update an employee's Primary and Secondary Manager, update the respective columns by entering the manager's account email (we recommend copying and pasting this data to ensure accuracy). 
  5. Once complete, save as a CSV file.
  6. In Employment Hero, click or drag your file into the grey upload frame.
  7. The import fields will be automatically configured. If you have chosen to use your own CSV template, use the Map Your Columns feature to align each field
  8. Select, Continue.

Frequently asked questions

What can managers see in an employee file in Employment Hero

By default, managers will have access to the following details for any employee who reports to them:

  • Employee Overview (name, job title, team, work email).
  • Leave Details including current leave balance if you are integrated with a payroll platform.
  • Company Assets that have been assigned to the employee.
  • Performance Reviews.
  • Additional Information (this is a platinum/plus/unlimited feature know as Custom Fields)
I have uploaded my CSV and have received conflicts, how do I fix these? 

There are two ways to assign an employee to a group - either one-by-one from within their employee file or in bulk using the Import Employees feature for CSV upload. 

The Employment Hero platform will provide you with conflict notes which explain the error and its specific location within your CSV. Download the CSV and amend the values in those cells. Remember to save the file before attempting to upload again. 

If errors persist, while the error message is displaying in your platform, reach out via live chat and a team member will assist with diagnosing the issue and provide next steps. 

I cannot see an employee on my Organisation Chart 
  1. Ensure your Organisation Chart is enabled. You can view this vis settings by selecting Menu Customisation on the Security & Access Control tile. Organisation Chart should be ticked if you would like this to be visible to employees and managers. 
  2. Check the employee's Start Date. An employee will only appear on the org chart from 12pm on their start date.
  3. Check the employee's manager. An employee cannot be a manager of themselves and no two managers can report into each other. If any of these scenarios exist, the chart will not display the impacted employee.

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