How do I re-assign reportees while changing employee status?

How do I re-assign reportees while changing employee status?

Follow these steps to re-assign reportees of a user:

Before marking a user as inactive, please ensure the following:

  • Check if any users have the employee set as their Reporting To.

  • Check if any users have the employee set as their Secondary Reporting To (If Dual Reporting is enabled).

  • Check if the employee is mapped as a Reporting To or Secondary Reporting To for any inactive users.

You can create a view to identify these users by following these steps:

  1. Navigate to Operations > Employee Information > Employees > Click on the Employee View dropdown and select Create View.

    Creating a custom employee information view

  2. Add the relevant fields and set the criteria to filter for the user you want to mark as resigned.

    creating employee information custom view and adding fields

  3. Once all the users are listed out, click on the respective employee record > Edit > Update their Reporting To/  Secondary Reporting To > Submit

    After updating all relevant records, you can proceed to change the employee’s status.

    • Related Articles

    • Employee Information Operations

      What is Employee Information Operations in Zoho People? Employee information in operations lets you manage employee records, departments, designations, delegations, and exit records. Employees can also add HR Process requests from here. What can be ...

    • LMS Employee Handbook

      What is LMS? Zoho People offers a platform for continuous learning for employees through the Learning Management System - LMS feature. An employee can enroll in blended learning and self-paced courses that will help them upgrade their skill sets and ...

    • Employee Engagement Service for Employees

      Overview Employee Engagement service for employees is a space where all the surveys created by your organization that are applicable to you are listed. You can participate in surveys, view your responses, and track their status. You can view the ...

    • Zoho People – Employee Handbook

      What is Zoho People 5.0? Zoho People is a cloud-based HR software designed to enhance the workplace experience for HR teams, managers, and employees. It helps automate and simplify various HR processes and employee management activities. What is the ...

    • Trigger Employee Onboarding button is not visible. Why?

      ollow these steps to enable the Trigger Employee Onboarding option for your Zoho People account: Navigate to Settings (gear icon) > Onboarding > Employee Onboarding > Preferences and check if 'Trigger Employee Onboarding automatically' has been ...