Purpose Statement
The Direct Reports section within a personnel record allows users to view and manage the personnel assigned to a specific supervisor. This feature helps departments maintain accurate supervisory relationships and organizational reporting structures within First Due.
Background Information
The Direct Reports section identifies the personnel who report directly to an individual within the department.
Users can view existing direct reports and add additional personnel to a supervisor's record as needed.
Maintaining accurate direct report assignments helps departments track supervisory responsibilities and keep personnel information organized and up to date.
Required Permissions
Users must have appropriate permissions to access and modify personnel records within the Personnel module.
The exact permission names and settings should be verified within your department's First Due role and permission configuration.
Video
Step-by-Step Guide
Step 1: Navigate to the Personnel List
Open the Module Stack.
Select Personnel.
Click Personnel List.
Step 2: Select a Personnel Record
From the Personnel List, locate the individual whose direct reports you want to view or update.
Open their personnel record.
Step 3: View Existing Direct Reports
Scroll down within the personnel record until you locate the Direct Reports section.
Review the personnel currently listed.
- The individuals displayed are those assigned to report directly to the selected personnel member.
Step 4: Add a Direct Report
Within the Direct Reports section, click Add.
Use the dropdown menu to select the personnel member you want to assign.
Click Add to confirm the selection.
Verify that the selected individual appears in the Direct Reports section.
Step 5: Save Your Changes
Navigate to the upper-right corner of the personnel record.
Click Save to save your changes.
Important: Always click Save after updating direct reports to ensure your changes are retained.
Best Practices
Verify supervisory assignments: Confirm that personnel are being assigned to the correct supervisor before saving changes.
Maintain accurate records: Review direct reports whenever personnel are promoted, transferred, or reassigned.
Review changes before saving: Ensure all newly added personnel appear in the Direct Reports section.
Save all updates: Remember to click Save in the upper-right corner after making changes.
Troubleshooting & FAQs
Q: Where can I find the Direct Reports section?
Open the Module Stack, navigate to Personnel > Personnel List, and select the appropriate personnel record. Scroll down until you locate the Direct Reports section.
Q: What does the Direct Reports section display?
The Direct Reports section displays the personnel who are assigned to report directly to the individual whose record you are viewing.
Q: How do I add another direct report?
Click Add within the Direct Reports section, select the appropriate personnel member from the dropdown, and click Add again to confirm. Save the personnel record when finished.
Q: Why aren't my changes appearing after I leave the personnel record?
Ensure you clicked Save in the upper-right corner of the personnel record before navigating away.
Q: Why can't I edit direct reports?
Your assigned role may not have the permissions required to modify personnel records. Contact your department's First Due administrator to verify your access.