How to change the reporting manager /new team manager of an employee ?
To update the reporting manager for an employee in Kredily’s payroll software, follow these steps:
Step 1: Log In to Kredily: Access your account using your login credentials.
Step 2: Navigate to Directory: In the main menu, go to the Directory section.
Step 3: Select Employee(s): Choose the employee(s) whose reporting manager needs to be changed.
Step 4: Click on Bulk Edit: Use the Bulk Edit option for multiple updates at once.
Step 5: Choose the New Reporting Manager: Search and select the new manager you’d like to assign.
Step 6: Set the Effective Date: Choose the date from which the new reporting structure should take effect.
Step 7: Save Changes: Click Save to confirm the changes.
This update will ensure the selected employee(s) are correctly aligned with their new reporting manager.