Team Requests helps you review manager changes and team setup requests before they change reporting lines in Bonusly. If your company wants people to suggest structure changes without giving everyone direct admin access, this is the place to manage that workflow.
Best for: Free Plan (does not have HRIS.)
Where to find it
Go to Admin > Users > Team requests.
If your company uses a user management integration to keep reporting lines in sync, Team Requests may not be available in Bonusly.
What Team Requests Covers
People can submit three kinds of team changes:
add a direct report
remove a direct report
change a manager
Those requests are stored in Bonusly and move through review states depending on the type of change and whether auto-approve is turned on.
Reviewing pending requests
The default view is the Pending tab. Each row shows:
when the request was submitted
who requested it
what kind of change is being proposed
which user would be changed
the current manager
the new manager, if there is one
From this view, admins can:
approve a request
reject a request
add an optional rejection note that is visible to the requester
For the requests currently shown in the table, Bonusly also offers Approve All and Reject All from the Rejected/approved requests bulk actions menu.
Approved and rejected history
Use the Approved and Rejected tabs to review past decisions.
This is the easiest way to confirm whether a request was applied, declined, or already handled earlier.
How auto-approve works
At the top of the page, admins can turn on Auto approve all team requests.
When auto-approve is off:
direct report changes go to admin review
manager-change requests first ask the proposed manager to confirm
after that confirmation, the request moves to admin review
When auto-approve is on:
submitted changes are approved immediately
Bonusly applies the reporting-line change right away
manager changes do not wait for manager confirmation first
Bonusly also shows review text on the page so you understand the impact of changing manager relationships before you approve requests in bulk.
What happens after approval
When an admin approves a request, Bonusly applies the manager assignment change to the affected user records.
Bonusly also notifies the requester about the decision, and approved manager assignments can trigger follow-up notifications for affected users.
The admin Team Requests page also calls out a few important manager-change side effects:
existing 1:1 meeting series stay with the previous manager
recap and goal access transfers to the new manager
advice previously shared with the old manager does not automatically carry over
Notifications
Manager-confirmation requests send an in-app notification and email to the proposed manager.
For admin review, the submission job marks requests as ready for admin review once any required manager confirmation is complete. In the current implementation, that path is logged as a daily-digest notification flow for admins.
When Team Requests is not available
Team Requests is hidden when the feature is turned off for the company, when the company has opted out of Team Requests, or when Bonusly is using a user management integration as the source of truth for reporting lines.
If your company still needs visibility into reporting structure, use Team Overview.
FAQs
Why don't we see Team Requests? Team Requests only appears when the feature is enabled for your company and Bonusly is not using a user management integration (HRIS) for reporting-line data.
Can we turn on automatic approvals? Yes. Global admins can use the Auto approve all team requests setting on the Team Requests page.
Do manager changes always need manager confirmation? No. Manager confirmation is part of the manual-review path. When auto-approve is on, manager changes can be applied immediately.
Can admins review past decisions? Yes. Use the Approved and Rejected tabs to review previously handled requests.
Questions? Send us a note to [email protected]; we'd be happy to help!
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