Grant Supervision Through Position Assignment

Explanation

This activity is used to assign employee a supervising position that has access rights defined for it.

Depending on your intentions, this activity can be performed in two ways:

• If you want to manage access from the supervisor's perspective, follow the first procedure. Use it to manage supervision from the perspective of a single supervisor, assigning him control over many organization units.
• If you want to manage access from the organization's perspective, follow the second procedure. Use it to manage supervision from the perspective of an organization unit, assigning to it multiple supervisors.

To manage supervision from the supervisor's perspective (control access of one supervisor over many units)

Navigate to Employee File. Select Employment Information and then select Assignments. Add a new record in Organization section. In the Organization field, enter the identifier of the organization unit to which you want to assign the employee. In the Position field, enter the identifier of the supervising position you want to assign to the employee. If Primary option is selected, this will become employee's primary position. Every employee can have only one primary position assigned. In the Assignment Type field, you can specify the intended amount of involvement that the employee will have in the organization unit, e.g., full time, part time. You can leave Role and Role Name fields blank. Indicate the validity period of the assignment.

Note: This supervision setting extends only to the supervisor's organization unit. If you want to extend this supervision over subordinate organization units, go to Supervisor - Access Setup, locate the access definition, select the Include Subordinates option, and save the change.

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. Navigate to the Assigned Employees tab and add a new record. In the Employee field, enter the identifier of an employee that you want to assign to the organization unit. In the Position field, enter the identifier of the supervising position you want to assign to the employee. If Primary option is selected, this will become employee's primary position. Every employee can have only one primary position assigned. In the Assignment Type field, you can specify the intended amount of involvement that the employee will have in the organization unit, e.g., full time, part time. Select a Self-Access Role. Indicate the validity period of the assignment.

Note: This supervision setting extends only to the supervisor's organization unit. If you want to extend this supervision over subordinate organization units, go to Supervisor - Access Setup, locate the access definition, select the Include Subordinates option, and save the change.

Prerequisites

In order to perform this activity:

• Position based access has to be defined in Position - Access Setup.
• An employee or a person has to be registered in the system.
• An organization structure has to be defined in Graphical Organization Structure.

System Effects

As a result of this activity:

• Employee will be assigned a position.
• Employee will receive supervision rights defined for the position.

Pages

Employee File
Graphical Organization Structure

Activity Diagrams

HR Access Management