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Brookebarton

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Important Notes:

  • Direct report changes do not route through an approval workflow and will automatically approve upon submission.

  • Always confirm entry accuracy before submitting a direct report change.

Step 1: Log in to Bronco Hub and Locate the Employee

  1. Begin by signing in to Bronco Hub.

  2. Locate the employee.

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In Bronco Hub, employees can be located one of two ways:

  1. Employee is your direct report: select My Team from the top navigation section of Bronco Hub and then select My Team.Direct reports will populate. Select Actions to the right of the employee name and select Direct Reportsfrom the drop-down list.

  2. Employee is not your direct report: select My Organization from the top navigation section of Bronco Hub and then select Show More located at the bottom of the left hand Quick Actions list. Select Direct Reports located in the Employment section (if needed, use CTRL+F to search for the option). After selecting Direct Reports, use the search bar to search for the employee. Search by Employee name (last name first), Employee Email or Employee ID. Select the appropriate employee name from the drop-down.

Step 2: Select Info to Manage

Note

If the employee has direct reports, an option to Reassign Existing Reports will display.

  • If you would like to reassign direct reports as part of the data change, select the checkbox to reassign. Otherwise, leave the reassign checkbox blank.

  1. If you are assigning the employee direct reports while completing the data change, select the checkbox titled Add Direct Reports. Otherwise, leave the add direct reports checkbox blank.

  2. Select Continue.

Step 3: Enter When and Why Details

  1. Enter the following details in the, When and Why section:

    1. When do these changes start? Enter the start date for the changes

    2. What’s the way to make these changes? Select Manager Change

    3. Why are you changing the manager? Select Manager Change

Step 4: Reassign or Add Direct Reports

Tip
If the individual has existing direct reports, you will see a Reassign Existing Reports section. If you don’t see the option to reassign, follow the add direct report steps below.

Steps to Reassign Direct Reports:

  1. To reassign all existing direct reports, select the Select All checkbox in the Reassign Existing Reports section.

  2. To reassign a some direct reports, but not all, select the checkbox to the left of the employee’s that need to be reassigned.

  3. After making a selection of all or some of the direct reports, search for the new manager by typing their last name in the “Search for proposed manager” field and selecting their name from the drop down list.

  4. Select Continue.

Tip

Steps to Add new direct reports by entering details in the Add Direct Reports section of the request.:

  1. Search for the name of the direct reports in the “Search for people to add as reports field”, search by last name first.

  2. Select the name of the direct report from the drop-down list.

  3. Add as many direct reports as needed by following the same process.

  4. After adding the direct report(s), select Continue.

Step 5: Add Comments and Attachments

Add any applicable comments and attachments to the request.

Please check with your department’s business manager for any required comments or attachments.

Step 6: Confirm Accuracy and Submit

  1. Confirm accuracy of request details by selecting the Edit icon to expand sections of the request and verifying entry details.

  2. After confirming accuracy, select Submit in the upper right corner.

What’s next:

This action will auto-approve once submitted and the changes will update in Bronco Hub immediately.

End of Process

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Need help with the steps above?

If you have additional questions about the process, please submit anHR Service Request form.

If you experience a system issue/error OR have suggestions to improve the instructions in this job aid, please submit anOCI Service Request ticket.