Direct Report Changes (add or remove an employee's direct reports)
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
Begin by signing in to Bronco Hub.
Locate the employee.
In Bronco Hub, employees can be located one of two ways:
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 Reports from the drop-down list.
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
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.
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.
Select Continue.
Step 3: Enter When and Why Details
Enter the following details in the, When and Why section:
When do these changes start? Enter the start date for the changes
What’s the way to make these changes? Select Manager Change
Why are you changing the manager? Select Manager Change
Step 4: Reassign or Add Direct Reports
To reassign all existing direct reports, select the Select All checkbox in the Reassign Existing Reports section.
To reassign a some direct reports, but not all, select the checkbox to the left of the employee’s that need to be reassigned.
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.
Select Continue.
Search for the name of the direct reports in the “Search for people to add as reports field”, search by last name first.
Select the name of the direct report from the drop-down list.
Add as many direct reports as needed by following the same process.
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
Confirm accuracy of request details by selecting the Edit icon to expand sections of the request and verifying entry details.
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
Need help with the steps above?
Office of Continuous Improvement
oci@boisestate.edu
1910 University Dr. Boise, ID 83725-1247