Here's how to change a direct report's manager whether they have been transferred or for whatever reason. There are 2 ways to get this done. If you're looking to update 1-10 direct reports (users) to a new manager you can do it manually. If it's anything more than 10, it'll be more efficient to update it via our bulk upload.
Manual Update:
Go to Users tab > Find and click on the user's name > Scroll down to the field that says Manager Email > Insert the new manager's email to change who that user reports to, and change any other information in their profile if needed > Scroll down and hit Save Employee
Bulk Upload Update:
If you are looking to update a big amount of direct reports (use case scenario would be a manager switching departments, leaving company, restructuring, etc) the best option would be to use our Bulk Upload.
Go to Users > Select any filters if you'd like > Click the Download drop down and either download selected filtered data or download all data.
Open your preferred spreadsheet program (Microsoft Excel, Google Sheets, Apple Pages, etc) > Open a new document > 'Import' the file and upload the CSV file you just download > import the data > Scroll over to the 'Manager Email' column and sort it A-Z > Here you'll be able to see how many direct reports each manager has and you'll be able to update the manager email section in the sheet quickly and easily
Once you've updated your CSV file, you''ll download the current sheet to a CSV file. Go back to Nectar > Users > Add Users > Bulk Upload Users > Continue > Append Users or Update to List > Upload the new file.
If you need help uploading your CSV file check out our Bulk Upload article.
Contact our support chat with any unanswered questions!