Manager Change Using Manage Direct Reports

This guide will cover:

  • How to use Manage Direct Reports to complete manager changes. 

This guide details the steps for completing this process using Decentralized Human Resources Representative WyoCloud access.

It is critical when a manager leaves UW that their direct reports are changed to another individual to ensure proper processing of approvals. This must be done PRIOR to submitting the termination.

Although manager changes can be completed via other methods, it is highly recommended DHRs utilize Manage Direct Reports as this method follows the most efficient approval path.

 

Step One

  • Navigate to My Workforce using the Navigator bar.

  • First click My Workforce to expand, then select Person Management within the navigator.

 

Step Two

Locate the employee whom the direct reports are moving from.

  • The Person Management: Search page will display.  Here you can search for all employees within your area of responsibility.
  • To search, enter at least one of the fields marked with a double asterisk (**).  Name or Person Number are recommended. 
  • To search for previous employees, check the Include terminated work relationships box and adjust the Effective As-of Date.
  • Click Search.

  • Once the desired employee is located, click their name from the search results.
    • If the employee appears on the list multiple times, they have multiple assignments.  Take care to ensure you select the correct assignment.

  • After clicking on the employee’s name, the Person Management: Employment Page will be displayed.

 

Step Three

Access Manage Direct Reports.

  • Click on the Task menu at the right of the page to expand.
  • Then click on Direct Reports under Personal and Employment.

 

Step Four

  • Indicate the date you’d like the manager change(s) to start by using the calendar icon.
  • Chose the best reason from the drop down for making the manager change.
  • Click Continue.

  • Under Reassigning of Reports check the box to the left of each employee whose manager needs changed.  If all employees will be changing manager, you can use the Select All at the top of the section.

  • At the bottom of the list of employees, type the new manager’s name in the search for proposed manager box
  • Once the new manager has been located, select their name from the drop down.

  • The employee(s) whom you are changing the manager for will move to the bottom of the box.  Click Continue.

  • If the individual you are moving has direct reports of their own, you will be asked if would also like to move them.  If no reports are currently present, you have the option to add. 
  • After making any needed changes, click Continue.

  • Add any relevant comments (i.e.: manager change due to employee leaving university).
  • Click Submit.

 

This completes the manage direct reports process.

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Details

Article ID: 94626
Created
Tue 12/17/19 2:14 PM
Modified
Sat 5/16/20 3:55 PM