This activity is used to define supervision rights of a person or an employee. Access will be based on access rights defined for a position.
Depending on your intentions, this activity can be performed in two ways:
To manage supervision from the supervisor's perspective (control access of one supervisor over many units)
Navigate to Supervisor - Access Setup. Search for the employee or a person whom you want to make a supervisor. Expand to view all organization units to which access can be granted. Select a business unit from the graphical object structure (Organization Tree). All employees assigned to the unit will become subordinates of this employee/person.
In the Access Setup section, add a new record. In the Position field, select the identifier of a position. The employee or person for whom access will be granted will receive all access roles assigned to the position. Note: Only access roles assigned to the position will be granted, not the position itself. Leave Access Role field blank. Indicate Validity Period. If Include Subordinates option is selected, the supervisor will receive access to the business unit selected in the graphical object structure and all subordinate units.
By default, the supervisor will only see transactions registered during his access validity period. To make him see transactions from a different period, you can:
To manage supervision from the organization unit's perspective (control access of many supervisors over a single unit)
Navigate to Graphical Organization Structure. Select the relevant organization structure and expand to view the organization units. Select the organization unit to which you want to assign supervisors. Note that they will not become members of the organization unit. Navigate to the Access tab and add a new record.
In the Supervisor Type field, indicate if the supervisor is a person or an employee. If you indicate Employee, enter the identifier of the employee's company in the Company field. In Supervisor field, indicate the employee or person who will receive supervision over the organization unit. In the Position field, select the identifier of a position. The employee or person for whom access will be granted will receive all access roles assigned to the position. Note: Only access roles assigned to the position will be granted, not the position itself. Leave Access Role field blank. If Subordinates option is Yes, the supervisor will receive access to the selected organization unit and all subordinate units. Indicate validity period.
By default, the supervisor will only see transactions registered during his access validity period. To make him see transactions from a different period, you can:
In order to perform this activity:
As a result of this activity, an employee or a person will be granted supervision over selected employees.