How to add Reporting manager to a new employee if the joined date is set to a future date
Steps :
Go to Personnel > Processes > Employee Hierarchy > Select the appropriate Hierarchy Name
1. Enter the employee name or ID in <Look for> field
2. Tick <View Employee without manager assigned> and click <Search> button
3. Click <View> under the <Up line View> column
4. Click <New Manager>
5. Select the appropriate Manager and the Effective date, which should be the Employee joined date and click <Create>
NOTE : If the Administrator would like to view the Employee hierarchy once the Manager has been added, he/she can locate the manager and click on the Downline view to check the subordinate that has been assigned to the manager.
Steps :
1. Enter the Manager name or ID in <Look for> field
2. Click <View> under the <Down line View> column to view the employees that have been assigned to that particular Manager
Related Articles
How to transfer subordinates from previous manager to a new manager in Employee Hierarchy?
Symptoms: To move a group of subordinates from a resigning manager to a new manager in the employee hierarchy. Possible cause (s): None Suggested workaround/ solution(s): Go to Personnel > Processes > Employee Hierarchy > Select and open the correct ...How to assign Manager to the employee in Employee Hierarchy?
Go to Personnel> Processes> Employee Hierarchy Select the company Click on the hierarchy name Look for this employee name Click on the Up Line view link and select the reporting manager accordingly and put in the effective date.Encounter error 'Active users exceed the user license purchased' when adding new employee
System prompts error 'Active users exceed the user license purchased' when adding new employee, however, there is still 1 unused license available. Solution: Check whether there is new employee with Start date that is after Today's date. If there is, ...How does a manager request Career Change for employee
How to request a Career Change for employee by a Manager. Steps : 1. Administrator to go to Personnel > Access Rights > Select Manager > Tick Career Change Requester Role for the Manager. 2. Manager to go to Personnel > My Staff Record > Career > ...Why there is no employee available under 'Add Subordinate' function in Employee Hierarchy?
Symptoms: The hierarchy does not contain any employee list (not assigned to any manager yet) while the Admin attempt to “Add Subordinate” under Personnel -> Employee Record -> Employee Hierarchy. Possible cause(s) The employee to be added has not ...