Reporting Manager is the person to whom an employee directly reports and takes instructions/advice from them. The Reporting is above the employee in the organization’s hierarchy.
Reporting Managers will have access to Approve/Reject Leaves & Reimbursement requests raised by their subordinates.
The Second Reporting Manager will not have access to approve/reject the request.
The Second Reporting Manager gets only the Mail Notifications on the Leave Applied & Leave Approve/Reject details. The email is sent to the email id updated in the “Sec Reporter Email” column.
Assigning Reporting Managers manually
On the Home page, click “Transactions”.
Under Core HR, click “Assign Reporting Manager”.
Click “Map Reporting Manager” under “Configure”.
Select the following from the drop-down.
- Department
- Branch
- Designation
- Cost Center
Check the box “Yes” in Map Reportee.
Click the "View” button to see the list of employees for whom RM is already mapped.
You can also view/update the reporting manager details for a single employee by entering the Employee Code/Name.
In the” REPORTING MANAGER” Column you can map the RM against the employee record using the drop-down field.
Please note- For anyone to be a reporting manager you need to first check the box “Is a reporting manager” in the official tab of the employee master.
In SEC. REPORTING MANAGER & SEC REPORTER EMAIL columns enter the name and the email id.
Click “Save”
Please note the Reporting Manager can also be mapped to the employees in Team.
Click Team>> Employees>>Directory>>View/Edit selected Employee Master record >> Official >> Reporting Manager Field.
