When an employee's supervisor changes, it's a good idea to update this information in Recognize to make sure that the correct supervisor is being sent emails and receiving reporting on that employee, or is able to approve their Recognitions. If your company uses User Sync, this will automatically update once this information is changed in your Active Directory. If you do not use User Sync, then this information is easy to update manually.
You can manually add or change Managers by going to Menu > Company Admin > Users > "Gear Icon" > Managers. This will open up the Manager column on the Users table so that you are able to add or change a Manager. See more detailed instructions below.
How To Add/Change a Reporting Manager in Recognize (Users Page)
- Click 'Menu' in the upper right corner of the page
- Select 'Company Admin' from the dropdown menu
- Select 'Users' from the navigation menu on the far left
- Select the gear icon just above the user table
- Select 'Manager' from the dropdown menu. This will add a 'Manager' column to the user table
- In the 'Manager' column, replace a user's old manager's name with their new manager's name
How To Change a Manager Using Spreadsheet Import
- Click 'Menu' in the upper right corner of the page
- Select 'Company Admin' from the dropdown menu
- Select 'Users' from the navigation menu on the far left
- Select 'Import' from the navigation options on the top right of the Users page
- Download the sample spreadsheet and fill it out accordingly
Note: Do not change the names of the columns, or rearrange the columns. Delete any columns you will not be updating. For this purpose, the only columns you will need are the employee's name, employee's email address, and the manager's email address.
- Select the saved spreadsheet from your computer
- Select 'Import'
