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. Ensure that the manager emails you are updating belong to active users in Nectar and that the email addresses are correctly formatted in the CSV file for accurate processing.
Export the list of users from your Nectar account.
Filter the exported file to include only the users whose manager emails need updates.
Open your preferred spreadsheet program (e.g., Microsoft Excel, Google Sheets) and upload the downloaded CSV file.
Locate the 'Manager Email' column and replace the current emails with the new ones. Ensure each updated email belongs to an active user in Nectar, and all email addresses are consistently formatted.
Save the updated file in the original CSV format.
Go back to Nectar > Users > Add Users > Bulk Upload Users > Continue > Append Users or Update to List > Upload the new file to apply the changes. If you need help uploading your CSV file, check out our Bulk Upload article.
