Assign Reporting Manager
Using this feature, users can map Reporting Manager & enter Second Reporting Managers details to all employees. Mapped Reporting Managers will have access to Approve/Reject Leaves & Reimbursement application raised by their subordinates.
Assigning Reporting Managers manually
In Paybooks 2.0: Go to Employee menu >> More tab >> under Assign Manager >> Click on Employee Wise link
In Paybooks 1.0: Go to Employee menu >> Assign Manager >> Click on Employee Wise
Ø Click on List button to see the list of unmapped employees,
Ø Select Map Reportee? And click on List button to see the list of employee to whom RM is already mapped
Ø In Reporting Manager Column map RM against the employee record using the drop-down field
Ø In Sec.Reporting Manager & Sec.Reporter Email columns enter 2nd RM details
Bulk assigning of Reporting Manager using Excel Importer
In Paybooks 2.0: Go to Employee menu >> More tab >> under Assign Manager >> Click on Bulk Assign link
In Paybooks 1.0: Go to Employee menu >> Assign Manager >> Click on Bulk
Ø Click on Template to generate excel with list of employees.
Ø Fill the Reporting Manager Column and save the file on the desktop.
Ø Import the same file by clicking on “browse” and Import to the system by clicking on “import”.
Ø Second Reporting Manager gets only the Mail Notifications on events of Leave Applied & Leave Approve/Reject
Ø Reporting Manager can also be mapped to employees under
In Paybooks 2.0: Master tab >> edit selected Employee Master record >> in Official Details tab >> Reporting Manager Field.
In Paybooks 1.0: Employee menu >> Employee Master >> Select/Edit employee Record >> in Official Details tab >> Reporting Manager Field.