How To Manually Add/Change a Reporting Manager in Recognize

Keeping your org structure up to date in Recognize is very important to ensure managers have visibility to the correct teams and access to recognize their current direct reports. If your company uses a User Sync to keep employee data up to date, this will automatically update once this information is changed in your Active Directory or through your company's sFTP file transfer. If you do not use a User Sync, this information is still easy to update manually or through use of a spreadsheet by following the steps below.

How To Manually Add/Change a Reporting Manager in Recognize

1. Click 'Menu' in the upper right corner of the page
2. Select 'Company Admin' from the drop-down menu
   
   
   
   
3. Select 'Users' from the navigation menu on the far left
4. Select the 'Manage' tab from the tertiary menu in the top right-hand corner
   
   
   
   
5. Select the gear icon just above the user table
6. Select 'Manager' from the dropdown menu, which will add a 'Manager' column to the user table
   
   
   
   
7. Use the search bar above the table on the right to locate the employee account that needs to be updated
8. In the 'Manager' column, replace the user's old manager's name with their new manager's name by typing in the new Manager name and selecting the correct Manager from the drop-down
   
   
   
   

How To Change a Manager Using a Spreadsheet Import

1. Click 'Menu' in the upper right corner of the page
2. Select 'Company Admin' from the dropdown menu
   
   
   
   
3. Select the 'Users' tab from the left side navigation menu
4. Select the 'Import' tab from the tertiary menu in the upper right-hand corner of the page
5. Download the sample spreadsheet, fill it out accordingly, and then save it to your computer
   
   NOTE: Do not change the names of the columns, or rearrange the columns. Delete any columns you will not be updating. For this particular purpose, the only columns you will need are the employee's name, employee's email address, and the manager's email address.
   
   
6. Once you're ready to complete the upload, click the 'Choose File' button to select your saved file
7. Check the box to 'Update Only' if you aren't adding any brand new users
8. You also have the option to check the box for 'Dry run' which will allow you to see the changes that will be made without actually making any changes to the system
9. When you're happy with results and everything looks correct, select the 'Import' button