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Assign a Secondary Manager Without Changing Reporting Lines

  • September 10, 2025
  • 7 replies
  • 780 views

Sara Ramos
Bobber

In HiBob, the second-level manager field is system-calculated. It automatically reflects the manager of an employee’s direct manager and cannot be edited manually. This keeps the management chain consistent across the platform.
 

If you need to assign a secondary manager - someone outside the reporting line who still requires oversight (for example, a project lead approving leave requests or a dotted-line manager needing payroll visibility), you can set this up with a custom reference field and a conditional permissions group.

Step 1: Create the Secondary Manager field

  1. Go to Settings > People’s data fields.

  2. Under the Work category, click + New field.

  3. Name the field (e.g., Secondary Manager).

  4. Set the field type to Employee reference.

Add field

Step 2: Build a conditional permissions group

  1. Go to Settings > Permissions & roles.

  2. Click Add group to create a new permissions group.

  3. Add a condition:

    • Field: Secondary Manager

    • Condition: Is assigned as

This ensures anyone assigned in the Secondary Manager field automatically becomes part of this group.

Set condition

Step 3: Configure access

In the permissions group, choose which data secondary managers can access. For example, you might allow them to:

  • View or edit time off requests

  • Access payroll information

  • Manage goals and objectives

Adjust permissions to fit your organization’s needs.

Step 4: Assign the Secondary Manager

  1. Open an employee’s profile (or update in bulk via Excel).

  2. Scroll to the Secondary Manager field.

  3. Select the additional manager.

✅ Once assigned, the secondary manager automatically inherits the permissions you set—while the employee’s default manager remains unchanged for org charts and reporting.

7 replies

Hi there! On this above guidance regarding a secondary/dotted-line reporting line. When a secondary manager is assigned, is there a way for this information to show on the org chart view? We are shifting to become a more matrixed organisation with regional structures, but still whilst having a dotted line into HQ teams, and haven’t yet found a way to visually reflect a ‘dotted-line’ relationship to this in Bob for employees to refer to


Sara Ramos
Bobber
  • Author
  • Bobber
  • October 7, 2025

Hi ​@Sophie Dickson 

At the moment, the Org chart in Bob only displays the primary reporting relationship, it doesn’t yet support showing secondary or dotted-line managers visually on the chart.

I added your company name to this product feedback, if you desire feedback on this request, feel free to reach out to your Customer Success Manager, who will gladly provide assistance!

Thank you 😊


Can we use this temporarily to help with leave approval while a manager is on a holiday?


Sara Ramos
Bobber
  • Author
  • Bobber
  • October 10, 2025

Hi ​@Fisqa Tasyara 

The secondary manager setup I described can definitely help give another person access to an employee’s data, but it won’t automatically redirect time off approvals.

If you’d like someone to temporarily approve leave while a manager is on holiday, you can do this manually by heading to:

Time > People’s time off > Policy balances > Select the relevant employees > Actions > Change approver.

You can find out more on this Community articles:

There isn’t an automated delegation for time-off approvals yet, but this manual change is the best current workaround to keep things running smoothly during absences, Thank you😊


Hi!

Hoping someone can help - i’m not sure if i’m missing something but when we enter conditions, i'm assuming the conditions of those who have access to the permission group are as above but what about the permission settings in people data (not each individual but the conditions)? I’ve done ‘secondary manager is viewer’ but that doesn’t seem to work?

Thanks!


I have followed these steps but the problem I have is that the permission group is an ‘employee’ one rather than a ‘manager’ one.  Where I want the secondary manager to only have access to the data for the employee they are secondary manager to, this process gives them access to everyone’s data or just their own, not just their reports.   The fact they are a secondary manager gets them into the permission group, and the permission group is given access to certain employee data fields.  But this is all employees, there is no option to select team members data only.  Unless I’m missing something.      Anyone I have made a secondary manager suddenly has access to everyone not just their reports.   I have had to make a dedicated permission group for each secondary manager that only includes those with the new field set as them


Sara Ramos
Bobber
  • Author
  • Bobber
  • February 12, 2026

Hi ​@Rebecca Davies Apologies for missing your message, you need to make sure that the permission group is set up so secondary managers can only see the employees assigned to them in the “Secondary Manager” field. If the group is set up too broadly, the condition will not work properly, I advise to open a suppor tticket to our team so we can take a better look.

 

Helllo ​@Barnaby Rix 

The group setting needs to be changed so secondary managers can see only the employees they are assigned to, not all employees, I advise to open a ticket to our support team so we can unerstand better the set up and help further!