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 and then select Team Activity Center.
Direct reports will populate. Select the three dots (…) to the right of the employee name, select View More to display the full actions list. Locate and select Direct Reports by scrolling through the list or using the search bar at the top of the 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 employee name from the drop-down.
Step 2: Select Comments & Attachments Toggle (optional)
If you would like to include comments and/or attachments with the direct report changes, select the toggle located below Comments and attachments. After selecting the toggle, a new section for comments and attachments will populate in the right hand navigation.
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
Steps to Reassign Direct Reports (these steps are only applicable if the employee has existing reports):
To reassign all existing direct reports, select the Select All checkbox in the Reassign Existing Reports section.
To reassign some direct reports, but not all, select the checkbox to the left of the employees who 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.
Steps to Add new direct reports in the Add Direct Reports section of the request:
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 Submit.
Step 5: Add Comments and Attachments (optional)
If you selected the toggle for “Comments and attachments” during step 1, you will have an option to add any applicable comments and attachments to the request.
Check with your department’s business manager for any required comments or attachments.
Select Save Comment and Submit
If you do not select Save Comment, your comments will not be visible in the approval workflow.
To make changes to comments, select Edit Comment, make the necessary changes and select Save Comment.
Step 6: Confirm Accuracy and Submit
Confirm direct report change entry is accurate and select Submit.
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?
If you have additional questions about the process, please submit an HR Service Request form.
If you experience a system issue/error OR have suggestions to improve the instructions in this job aid, please submit an OCI Service Request ticket.