--- title: Understand Reporting Lines in Ausmed Perform description: understanding reporting lines --- [Skip to content](https://knowledge.organisations.ausmed.com.au/en/knowledge/understand-reporting-lines-in-ausmed-perform#main-content) [Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new?hsLang=en) [![Ausmed-Organisations-coloured-white](https://knowledge.organisations.ausmed.com.au/hubfs/Ausmed-Organisations-coloured-white.svg)](https://www.ausmed.com.au/organisations/) Open main navigation Close main navigation - [Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new) - [Submit Help Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new) [Submit Help Request](https://knowledge.organisations.ausmed.com.au/en/knowledge/kb-tickets/new?hsLang=en) How can we help you? - There are no suggestions because the search field is empty. 1. 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[Reporting Lines](https://knowledge.organisations.ausmed.com.au/en/knowledge/ausmed-perform?hsLang=en#reporting-lines) # Understand Reporting Lines in Ausmed Perform ## Everything you need to know about managing Reporting Lines in Ausmed Perform **In Ausmed Perform, reporting lines are like the system’s backbone, keeping performance tasks, notifications, and reports flowing to the right people.** Without them, tasks could end up with the wrong users, or managers might miss important updates. **This article covers everything you need to know about Reporting Lines — including how to add, update, view, and manage them.** --- ### **Who this article is for** - Users with access to Ausmed Perform - Users with permission to manage Reporting Lines in Ausmed Perform. --- ### **In this article** - What are Reporting Lines? - Why Reporting Lines matter - How to add a Reporting Line - How to change a staff member’s Direct Manager - How to view and assign Reporting Lines during user setup - Tips and support --- #### **What are Reporting Lines?** Reporting Lines define who manages whom in your organisation. They tell the system which staff report to which manager. This relationship drives how performance activities are assigned and which users are notified. --- #### **Why Reporting Lines Matter** Reporting lines power many critical functions in Ausmed Perform: - Ensure **activities are assigned** to both the staff member (Report) and their Manager. - Trigger **automated notifications** for both parties when actions are required. - Enable **reporting by manager**, helping you track which managers are completing reviews and other performance responsibilities. --- #### **How to add a Reporting Line** 1. Go to the **Manager Portal**. 2. Navigate to **Organisation \> Groups \> Reporting Lines**. 3. Click **Add Reporting Line**. 4. Select the **Manager** you want to assign reports to. 5. Select the **staff members** (Reports) for that manager. 6. Click **Add** to confirm. You’ll now see the manager and their assigned reports listed under Reporting Lines. #### **Create a new Reporting Line via the Add user Flow** 1. Go to the **Manager Portal**. 2. Click the **Add button**. ![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Feb-04-2026-07-43-34-8125-AM.png?width=265&height=116&name=image-png-Feb-04-2026-07-43-34-8125-AM.png) 3. Click **Users**. ![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Feb-04-2026-07-43-47-5802-AM.png?width=283&height=213&name=image-png-Feb-04-2026-07-43-47-5802-AM.png) 4. Click **Add Single User** 5. Fill out the relevant user details 6. In the reporting line list, start typing a letter - a blue banner will appear in the dropdown list to **Create a new Reporting Line Manager ![](https://knowledge.organisations.ausmed.com.au/hs-fs/hubfs/image-png-Feb-04-2026-07-47-06-8573-AM.png?width=742&height=135&name=image-png-Feb-04-2026-07-47-06-8573-AM.png)** 7. Select the user who you want to make a Reporting Line Manager and click **Select** 8. Confirm the details are correct on the screen and click **Confirm** You’ll now see the manager and their assigned reports listed under Reporting Lines. --- #### **How to change a staff member’s manager** 1. Go to the **Manager Portal**. 2. Navigate to **Organisation \> Groups \> Reporting Lines**. 3. Locate the **Manager** search field at the top of the table and search for the manager’s name. 4. Hover your mouse over the manager’s row in the table, and click **View** when the action buttons appear. 5. Review the list of users who report to the selected manager. 6. Click the **three-dot menu** next to the staff member’s name. 7. Select **Change Manager**. 8. Choose the new manager and confirm. **Important:** If you change a Reporting Line, please let our support team know so we can ensure task assignments are refreshed correctly. --- #### **How to view and assign Reporting Lines during user setup** When adding or editing a staff member, you can assign their reporting line at the same time: - Choose their **manager** from the existing list. - Assign them to the appropriate **teams** and **locations** as needed. This ensures their profile is set up with the correct reporting structure from the start. --- #### **Tips and support** - You can view all current Managers and their reports by visiting the **Reporting Lines** section. - Always double-check Reporting Lines after major staffing changes to ensure performance tasks are routed correctly. - If in doubt or if a task isn’t appearing as expected, reach out to **Manager Support** for assistance. - [Organisation](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#main-content) - [Home](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#home) - [Manage Users](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#manage-users) - [Logging In](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#logging-in) - [Manage Teams](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#manage-teams) - [Dashboard](https://knowledge.organisations.ausmed.com.au/en/knowledge/organisation?hsLang=en#dashboard) - 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