Step by step guide:

  • Navigate to: Admin tools > Admin panel.
  • Go to Global > System Setup.
  • Browse down the page to the Reporting User View setting.
  • Click the dropdown and select the desired value:
    • My Record: The current user only
    • Reportees: The list of people the current user approves. Includes reportees of reportees.
    • Everyone: Every active user in your system
    • Custom: People determined from a custom filter
    • Direct Reportees: The list of people the current user approves. It does not include reportees of reportees.
  • At the bottom of the page press, the orange Save button.


Please find our video tutorial link below:

https://youtu.be/K5PJcpXk70U