How do I change someone’s manager to be from a different organization?

If you have permissions in Zenefits to initiate change requests, you’ll be able to change the manager or direct reports to include cross organization reporting as needed. 

  1. Select a worker’s profile from the Directory app. 
  2. Click the Employment & Compensation tab. 
  3. Click Make Changes
  4. Select the effective date of the change. 
  5. In the Manager drop down, either select or type the name of the reporting manager. 
  6. Select if anyone should be notified of the change and add a note. 
  7. Confirm all changes.


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