Solved

Is there a step by step guide to move employees to a new manager?

  • 13 December 2022
  • 2 replies
  • 205 views
J
Rank
Userlevel 1
Badge +6

Related to another unanswered topic I submitted, we have seen when employees get a new manager in the employee file, there are various other screens that have not been updated, and managers cannot see expenses etc. Is there a step by step guide somewhere on which screens to update and in which order to transfer an employee from one manager to another?

Or a step by step guide to add a new employee, with all the correct position and supervisor setup in the correct order would also be helpful.

This is on Apps 10
 

icon

Best answer by Lasanthi Jinadasa 19 December 2022, 06:47

View original

2 replies

L
Rank
Userlevel 6
Badge +10

Hi @JustinJ , 

In order to have a proper managerial access, you have to focus on Manager’s access seetings, not the employee. Once you attach an employee to a organization and a position, normally employee’s set up is completed. But, the manager’s access will be depend on the way you have granterd access from Supervisor access- set up window for the Manager.

Depending on your company setting, you may provide the access for your surbodinates through Access Role or Position. Please study how the supervisor access has granted for the managers. If you have a proper set up, the manager will be able to see his/her subordinates in the Supervised employees tab in Supervisor access- Set up window.

Hope this will give a breif guideline. 

/Lasanthi

R
Rank
Userlevel 3
Badge +8

@JustinJ If you are using position access set up then this will automate the movement of the access granted when inheriting a managerial position or disinheriting it, this in line with the graphical org structure 

however if they go from employee to manager I would imagine they also need a permission set update against the user which cannot be set up in HCM to automate 

 

what you could do is have a CRIM that triggers a doc man template to IT to change permission sets when someone moves but that could get quite complex 

Reply


Terms & ConditionsCookie settings