Understand 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.

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.