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Add reportees

Reportees are the people who report to a reporting head. You add them in Company settings › Reporting heads. Company owners and admins can add heads and reportees.

How to add a reporting head and reportees​

  1. Open Company settings and select Reporting heads.
  2. Select Add reporting head (or Add the first reporting head if none exist yet) and choose the person.
  3. On the head's card, select Add and choose the people who report to them.
  4. Check the structure with Org chart.

To remove someone, open their row's menu on the head's card and select Remove reportee.

How to see your reportees' work​

As a reporting head, open Company settings › Reporting heads (shown as My reportees if you are not an admin) to see your Direct reportees and Indirect reportees. Their tasks, schedules, meetings and boards are visible to you across the AI Office.

For full details, see Reporting heads.