How to set an employee's primary manager

How to set an employee's primary manager

While an employee can have multiple managers, one manager should be assigned as the employee’s primary manager to correctly illustrate reporting hierarchies in your organization’s org chart. For more on org charts, check out our article on How to view your organization's org chart. Here's how to set an employee's primary manager:

1. Navigate to an employee’s profile, and click on the Work tab. The employee’s manager(s) will be listed under the Manager(s) heading with the current primary manager indicated. For help with how to navigate to an employee’s profile, check out our article on How to search for an employee



2. Click the edit icon, then select a manager’s name from the Primary manager dropdown. Click Save changes to confirm the change. If the employee does not have a manager, follow the steps in our article on How to set an employee's manager.