• Go to Setup > General > Company Details > Hierarchy Preference.
  
• Click on Reporting Hierarchy.
  
• To define how non-reporting users are managed, select one from the given two options:
  
  • Any user higher up or equal to the user in the hierarchy.
    
  • Super admin and Administrators.
    

Assign Reporting Managers to Users

Once you define the reporting hierarchy structure for your organization, you are ready to choose reporting managers for the users. Any person who is at a superior role can be chosen as the user's reporting manager.

To allocate a reporting manager to a new user:

• Go to Setup > Users and Control > Users > Add New User.
  
• Enter the user's details.
  
• Select a Role from the drop-down list.
  
• Select a Reporting Manager from the drop-down list.
  Note: Only users superior to the selected role are listed.
• Click Save.
  
  

 To change the reporting manager of a user

• Go to Setup > Users.
  
• Select a User whose Reporting Manager you want to change.
  
• Under Reporting Hierarchy, click the Edit icon.
  
• Select the Reporting Manager from the drop-down list.
  
• Click Save
  

Note 
Under the Reporting Hierarchy system, users are restricted from sharing their data with their peers.

View Reporting Hierarchy

Zoho Recruit lets you view a user's reporting details at one click. The user information will display a user's reporting manager as well as subordinates (if applicable). This data will not be visible if the hierarchy preference is changed or disabled. However, a non-reporting user's data will not be displayed.

To view your organization's reporting hierarchy

• Go to the Users page and select a User.
  
• On the right panel, you can view the Reporting Hierarchy.
  Reporting Manager(s) and Subordinate(s) are listed there.

Delete a User

As an admin, you can delete users from your org's Recruit account. There are two conditions you need to make a note of while deleting a user:

• If the user does not have any users reporting to them, you can delete the user account as it is.
  
• If the user has members reporting to him/her, you can do either of the following:
  
  • Transfer the subordinates to another user at an equal or superior role in the hierarchy.
    
  • Do not assign a reporting manager to the subordinates or leave them non-reporting.
    

To transfer subordinates

• Go to Setup > Users and Control > Users.
  
• In the Users page, select the User you want to delete.
  
• From the User's Detail page, click on Delete this User.
  
• In the pop-up note, click Transfer Subordinates and Delete User.
  
  
  

• In Transfer Subordinates pop-up, select the New Reporting Manager from the drop-down list.
  
• Click Save.
  

Modify Reporting Hierarchy

As an administrator, you can always alter the designations of the users or the roles in your organization's hierarchy structure. However, these modifications lead to several changes in the reporting hierarchy too. In the following examples, you will learn how to change the reporting hierarchy based on the role modifications.

A) If a reporting manager's role is modified

When you change a reporting manager's role to another role in the hierarchy, modifications must be made in the reporting structure too. Following are some examples to elaborate on such scenarios.

To change the roles and reporting manager

• Go to Setup > Users and Control > Users.
  
• In the Users page, select the User whose role you want to edit.
  
• Under the User's Detail page, click the Edit icon.
  
• In the Edit User page, click the Role List icon ().
  
• Select a new Role from the Roles list.
  
• Click Save.
  
• In the Change of Reporting Manager pop-up note, select the Role.
  (All the roles at higher hierarchy will be listed here).
• Select a User.
  The users from the selected role will be listed.
• Click Save.
  
  

B) If a role is modified

When you add or remove a role from your organization's hierarchy, the reporting structure must be altered. We have discussed two such possibilities here:

To modify a role

• Go to Setup > Users and Control > Security Control > Roles.
  
• Select the Recruiter(EU) role and click Delete.
  
• In the Delete Role page, under Transfer Users and Sub-roles click the role list icon in the Transfer to Role field.
  
• Select the Recruiter(Americas) role.
  
• Click Transfer and Delete.
  
  

How Reporting Hierarchy Changes Associated Zoho Recruit Functions

In recruitment, there are innumerable occasions where a superior's nod is required before finalizing an activity such as a hire. Zoho Recruit has enabled you to redirect such activities to a record owner's superior. In reporting hierarchy, you can choose a record owner's reporting manager to perform these actions. Listed below are a few instances where reporting hierarchy brings significant changes:

To send alerts to reporting managers

• Go to Automation > Workflow Rules and click on a Rule.
  
• In Instant Actions, click Send Email.
  
• In Send Alert page, select Record Owner's Manager.
  
• Click  Save and Associate.
  

  
  

To allot a reporting manager as the transition owner

• Go to Setup > Automation > Blueprint and click on a Blueprint.
  
• In Transitions, select Roles under Owners.
  
• Select the Record Owner and Reporting Manager.
  
• Click  Save.