In an organization, there are supervisors and they will have subordinates under them who report to them. At times these working hierarchies may need to be changed due to various reasons. The OrangeHRM platform allows you to cope with these changes by adding or removing supervisors and subordinates at any given time.
A supervisor role is given to an employee who has one or many employees reporting to him/her. A subordinate is an employee who reports to a supervisor.
Go to Employee Management > Employee List
Assigning a Supervisor for an Employee
Step 1 - select the employee to who you want to assign a supervisor. You can either select the employee from the list of employees or use the search option.
Click on the name of the employee to go into the employee's profile. Once you are there click on the "More" dropdown on the top right of the screen and select "Report-to" as shown below
To assign a supervisor, hover on the + button on the top right of the screen. Once you do, you will have the option to either add a supervisor or a subordinate. To add a supervisor, select the "Add Supervisor" button as shown below.
Step 2 - Type the name of the employee or the employee ID. After selecting the employee as a supervisor, then select the reporting method. By default, the reporting method options would be "Direct", "Indirect" and "Other".
Step 2 - Once the supervisors and reporting method are selected, click on the "SAVE" button.
Now you will be able to see the supervisor you just assigned for this employee along with the "Reporting Method" you selected, under "Assigned Supervisors".
Assigning a Subordinate for a Supervisor
Step 3 - On the same screen, you may hover the mouse pointer to the below options to add the subordinate as shown below.
Type the name of the employee or the employee ID. After selecting the employee as a supervisor, then select the reporting method. By default, the reporting method options would be "Direct", "Indirect" and"Other".
Step 4 - After you have selected
Once you're done, you will be able to see the subordinate you just assigned for this employee along with the "Reporting Method" you selected, under "Assigned Subordinates".
Removing a Supervisor / Subordinate from the list
To remove a subordinate from the list of assigned subordinates, click on the checkbox next to the subordinate’s name, and then click on the icon, then you will have the option to delete the selected subordinate.
Once clicked on, the subordinate selected will be removed from the employee's list of subordinates. You will be prompted with a deletion confirmation before the system removes the subordinate.