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:
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Three of his reports to the same new line manager
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Fourth report to a different line manager
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Two of his mentees to a different mentor
Some of John's existing reports may continue to report to him in his new department.
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.
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.