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 1.0Go 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”.

 


Note:

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.