You can create relationships such as lines of reporting between your staff members here. For example, if you are on Joel’s contact record where you select the relationship type ‘is Leave Approver of’ and type in Anna under Contact(s). This means that now Joel will receive all of Anna’s leave or sickness requests and be able to act on them.


You can also terminate a relationship when a manager resigns or switches teams. You will be able to view this record under inactive relationships.