In the application follow the below mentioned steps to map the reporting manager manually and bulk.
Step :1 Manual Method :
- Navigate to the employees Modules with filter of the selected employee , and click on the name of the Employee with profile.
- Click on the staffing details under the employee profile and access the extension dropdown.
- Choose the Update Reporting Managers option from the drop down.
- Click on the edit option update reporting manager.
- Choose the Reporting manager type and map the selected Reporting manager w.r.to employee and save the details.
Method :2 Use bulk import to update RM.
- Navigate to Employee module import option >> Choose the employee details import
- Select the update consultant import option and download the sample sheet .
- Prepare the downloaded format with employee details and reporting manager details and import the same. Refer the attached sample format for reference.
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