How to set up Reporting Relationships
Navigation : Employees>> Payroll Positions>> All Positions Filled and Vacant >> Edit Supervisor Position
Linked modules where it is used on HRplus:
- Personnel - Required for the workflow to be enabled for HR transactions. Also required for the employee to appear on the organisation chart.
- Leave - Required to setup leave workflow if roles are not being used
- ESS/MSS - Required for workflow for leave and other approvals
- Goals, Appraisals and 360 Multi-Rater - Required for a manager to setup goals for their subordinates and also needed for generating appraisals and 360 review forms.
- Training - Required for a manager to request training for one of their direct reports.
Reporting Relationships
Reporting relationships refers to an organisational or chart in which every employee is placed somewhere on this chart. The employees report to the employee who is listed above them on the organisational chart.
In HRPLUS, reporting relationships are setup by positions and by employee, where the direct and secondary supervisor is identified for each position. This allows for the seamless management of the positions regardless of the person who is currently occupying that position.
The supervisors (both Direct and Secondary) identified in these linked relationships are permitted to view employees' personnel data in Manager Self Serve (MSS) module as well as their Leave Requests and Appraisals.
Note that the Organisational Chart is different from the Position Chart which shows the positions charted based on their placement within the hierarchical structure of the entities in the company without consideration for any reporting structure.
The reporting relationship is critical in the following scenarios:
1. If manager is to approve direct reports' leave request in HRplus Leave Module
2. If managers must complete direct reports' performance review in the HRplus Appraisals and 360 Multi-Rater Modules.
3. If manager must approve direct reports' training requests in the HRplus Training Module
4. If manager is responsible for setting up direct reports' targets/goals for their direct reports
5. For the employee to appear on the HRplus generated Organization Chart
Edit Position Supervisor
Click on the Edit Position Supervisor button to enter the Position’s Supervisor details.
If you are in a Multi - Company Environment, You can Select the company you are working with to get the employees in that company.
However, if you don't have Company Access ( How to set up Company Access ) to a particular Company, Division or Department you will not see any information showing up.
Select Position Supervisor details
Select the Position Number (Pno) of the Supervisor from the list within the drop-box.
Select the Supervisor Type, Direct or Secondary Supervisor, from the drop-box.
Click on the Submit button to save.
If a record was saved in error, simply check the Delete box and Submit.
0 Comments
Add your comment