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Company Profile Setup Guide

How to change the reporting manager /new team manager of an employee ?

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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.

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