+5Hello,
once I create two positions in relation supervisor-subordinate and assign those positions to two employees, will the employee with higher position in position structure have automatically access to expenses of the employee having subordinate position assigned? Or is it necessary to setup something other? Thank you!
Best answer by Martin Hulsenboom
Hi Jiri,
Yes, to each parent position you need to assign an HR access role, otherwise that position doesn’t give you access to other employees.
Best regards,
Martin
Hi Jiri,
In principle, yes. If the subordinate employee is assigned to the same or a lower organizational unit as the supervisor, then, normally, the supervisor has access to the subordinate’s expenses. This also depends on the contents of the HR access role of the supervisor and the Direct Supervisor Selection setting in the Graphical Organization Structure, but then we’re talking about details.
Best regards,
Martin
+5Thank you Martin for your reply.
We are using Matrix Org structure, setup od Direct Supervisor selection is Based on immediate parent position. These tow positions are in direct relation supervisor-employee within the same organization unit (within matrix structure). Unfortunately, the supervisor cannot see the expenses of her subordinate (using those positions we ae talking about). But when I add record to position access setup for supervisor positions having access on her own position, including access to lower positions, and using some access role with possibility to approve expense (Expense_auth), then the supervisor can see subordinates’ expenses.
Thank you for your help.
Hi Jiri,
Yes, you always need to define the Position Access Setup in order to link an HR access role to the position.
As for the Direct Supervisor Selection, the best practice is to use the value ‘Based on immediate parent position or above’. Then the system is able to automatically skip to the next higher combination of organizational unit and position in case the supervisor position becomes vacant or is not used at all.
Best regards,
Martin
+5Hi Martin,
thank you for your clarification.
So the relation of two positions in the position structure is not enough for accessing subordinate positions and needs to be always set individually for every position in position access setup.
Thank you for your help!
Hi Jiri,
Yes, to each parent position you need to assign an HR access role, otherwise that position doesn’t give you access to other employees.
Best regards,
Martin
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