Introduction

Defining reporting hierarchies is an essential aspect of organizational management.

In uKnowva HRMS, assigning a reporting manager to each employee ensures streamlined communication, accurate workflow approvals, and better managerial visibility.

Whether it’s for attendance approvals, leave requests, or performance reviews, having the right reporting structure is key to operational efficiency.

uKnowva provides a user-friendly interface to easily set or update the reporting manager for any user.

In this article, we will guide you through the detailed process of locating a user and updating their profile to assign the correct reporting manager using the Directory or Search feature.

Step 1: Locate the User in uKnowva HRMS

To begin, you’ll need to locate the user whose reporting manager you want to update. Log in to your uKnowva instance.

There are two convenient methods to find the user: using the Directory or the Search bar.

If you prefer using the Directory, go to the top navigation bar and click on the People icon, which resembles a group of users.

From the drop-down list, select "Directory" to open a comprehensive list of all users in your uKnowva HRMS.

Here, you can locate the specific employee.

Alternatively, if you already know the user's name, use the Search bar at the top of the screen.

Type the name of the user and select the correct profile from the search results to access their user information page directly.

Step 2: Access the User Profile and Edit Details

Once you’ve identified the right user, click on their name to open their profile.

This brings you to a detailed page showing all user information, including their role, department, and contact details.

Look for the "Edit User" button situated above the user's details.

Clicking on this will launch a pop-up window where you can update various fields related to the user.

Step 3: Assign the Reporting Manager

In the "Reporting Manager" field, start typing the name of the manager you wish to assign.

The system will automatically fetch matching names from the directory, allowing you to select the right individual.

After selecting the appropriate reporting manager, click the "Submit" button to save your changes.

If you decide not to proceed, you can click "Cancel" to exit the window without making any updates.

This step ensures that the selected user is now formally assigned to their respective reporting manager in the system, which will reflect across relevant workflows and approval mechanisms within the HRMS.

Conclusion

That’s it!

You’ve now successfully set a reporting manager for a user in uKnowva HRMS.

By following this process, you ensure that all reporting and approval workflows are properly aligned, enhancing clarity in team structures and reducing the chances of missed approvals or miscommunication.

This functionality supports a more organized and efficient management system within your HR operations.

If you have any questions or need additional support, feel free to contact us at This email address is being protected from spambots. You need JavaScript enabled to view it..