How You Reassign Direct Reports

You add or reassign a manager's direct line reports and other report types such as project reports, resource reports, or mentees when you do the change location, change manager, create work relationship, hire, promote, transfer, or termination actions.

You reassign direct reports using the Direct Reports task in the My Team work area.

You can add all or reassign selected reports. When you reassign reports, there are changes at the assignment level for each report.

For example, this is how you can reassign John Smith's reports and mentees on his transfer:

Three of his reports to the same new line manager
Fourth report to a different line manager
Two of his mentees to a different mentor

Some of John's existing reports may continue to report to him in his new department.

You can reassign reports as of the same effective date or different effective dates. For example, John Smith's date of transfer is 1st October, 2018 and you want to reassign his direct reports on 15th September, 2018. You reassign his existing direct reports with an effective date of 15th September, 2018. The new direct reports you add are approved when the parent transaction is approved.

Note: Pending workers aren’t displayed in the Reassign Directs section in all responsive employment flows.

How You Select the Manager

You can select the same new manager for all the reports or a different new manager for each report. If most directs are being reassigned to the same new manager, you can select this person as the new manager by default for all the reports, and later reassign selected directs to different managers.

But remember, when you reassign reports you can't change the manager type. For example, if the direct is a line report for the current manager, you can reassign the direct only as a line report to a new manager, but not as a direct of other type, such as a project report or mentee.

When you change the position in an existing line manager assignment, you must ensure that the direct reports assigned to the new position aren't reporting to the line manager already. If there's a conflict, check and remove the same directs listed in Add Direct Reports from Reassign Line Manager as well.

Areas of Responsibility

Areas of responsibility associated with the manager's role aren't affected by the Direct Reports task. For example, if a line manager also has an area of responsibility as an HR representative, the HR reports can't be managed from this task.

Note: You can't use the Direct Reports task to assign new roles to managers during the reassign process. Instead, use the Manage Role Provisioning Rules or Manage HCM Role Provisioning Rules task in the Setup and Maintenance work area to manage the assignment of roles. You must assign manager roles for people who didn't have reports before the reassign process.