How to Change Direct Reports in BambooHR

Open the People tab

On the left sidebar, click the People tab to access the list of employees. The main dashboard displays options such as "Take a tour of BambooHR!" and "Invite Your Team." If you are working with demo data, you'll see a "Viewing sample data" message in the top right corner.

After clicking the People tab, the employee list appears with columns for Employee Photo, Employee #, Last Name, First Name, Job Title, Location, and Employment Status.

Select the employee whose manager you want to change

From the employee list, click on the name of the employee whose reporting structure you want to update. For example, click on Eric Asture (VP of IT).

Open the employee's Job tab

The employee's profile page loads with their details. Make sure you are on the Job tab so you can review the current reporting structure and job information.

Request a change to job information

Click Request a Change at the top right of the profile, then select Job Information from the dropdown. This opens the fields you can edit, including "Reports to."

Edit the reporting structure

In the Job Information section, locate the "Reports to" field. Change the current manager, remove it, or select a new person for the employee to report to, as needed.

Submit the change

Once you've made your edits, click Submit. A confirmation message appears at the top of the page: "Your changes have been requested."

Approve the job information change

Return to the People tab and open the inbox or approvals section using the bell icon or inbox dropdown in the top right. Locate the pending Job Information Change request for the employee and review it — the "Reporting to" field should show the new manager. Click Approve to confirm the change.

If you are not an administrator, this request will also need to be approved by an admin. Once approved, a green banner confirms: "Custom approval approved."

Verify the change on the manager's profile

Go back to the People tab and click on the original manager's profile (for example, Ashley Adams). Open the Job tab and scroll to the Direct Reports section to confirm that the updated employee (for example, Eric Asture) now appears under Direct Reports.

Access the Org Chart

From the BambooHR dashboard, click the People tab in the left sidebar, then select the Org Chart view at the top right of the main panel, next to List and Directory. The Org Chart displays your organization's hierarchical structure.

Locate an employee in the Org Chart

Use the search bar labeled Jump to an employee... to quickly find a specific employee, or scroll through the chart to visually locate the employee whose direct reports you want to check.

Verify reporting relationships

In the Org Chart, each employee appears as a card showing their name, title, and department. Direct reports are displayed as connected cards beneath their manager. For example, Ben Peterson (Founder and CEO) has two direct reports: Dorothy Chou (Chief Financial Officer, Finance) and Instant HowTo (Operations). The number in the bottom right corner of each card indicates how many direct reports that employee has. You can expand or collapse sections of the chart to view more or fewer levels of the hierarchy.

Confirm that the employee you updated now appears as a direct report under the correct manager. You can repeat this process for any employee to see their reporting line.

• The Org Chart gives you a visual overview, making it easy to audit and verify reporting structures after making changes.
• If you don't see the expected changes, make sure all approvals have been completed, then refresh the Org Chart view.