Grant Supervision Through Position Access Rights

Explanation

This activity is used to define supervision rights of a person or an employee. Access will be based on access rights defined for a position.

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.

Prerequisites

In order to perform this activity:

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

System Effects

As a result of this activity, an employee or a person will be granted supervision over selected employees.

Window

Supervisor - Access Setup
Graphical Organization Structure

Related Window Descriptions

Supervisor - Access Setup, Supervisor - Access Setup/Access Setup, Graphical Organization Structure/Access  

Procedure

To manage supervision form the supervisor's perspective:

1. Open the Supervisor - Access Setup window.
2. Search or populate to find the employee or a person whom you want to make a supervisor.
3. On the Access Setup tab, ensure that Selected Unit and All options are active.
4. Select a business unit from the graphical object structure. All employees assigned to the unit will become subordinates of the supervisor selected in step 2.
5. On the Access Setup tab, add a new record.
6. In the Position ID field, select the identifier of a position. Supervisor selected in step 2 will receive all access roles assigned to the position.
   Note: Only access roles assigned to the position will be granted, not the position itself.
7. Leave Role and Role Name blank.
8. In the Valid From and Valid To fields, enter the validity period for the supervision assignment.
9. If Include Subordinates check box is selected, the supervisor will receive access to the business unit selected in the graphical object structure and all subordinate units.
10. Save the information.

To manage supervision from the organization unit's perspective:

1. Open the Graphical Organization Structure window.
2. Search or populate to find the relevant organization structure.
3. Select the organization unit to which you want to assign supervisors. Note that they will not become members of the organization unit.
4. Navigate to the Access tab and add a new record.
5. In the Supervisor Type field, select if the supervisor is a person or an employee. This will determine the list of available identifiers in step 7. You can use the list of values.
6. If you selected the Employee value in step 5, enter the identifier of the employee's company in the Company ID field. You can use the list of values.
   Note: If you selected the Person option, leave the field empty.
7. In the Supervisor field, enter the identifier of a business unit:
   If you selected Employee in step 5, enter the ID of an employee who will receive supervision over the organization unit. You can use the list of values.
   If you selected Person in step 5, enter the ID of a person who will receive supervision over the organization unit. You can use the list of values.
8. In the Position ID field, enter the identifier of a position. This will give all access rights of the position to the supervisor.
   Note: This step assigns only the access rights, not the position itself.
9. If Include Subordinates check box is selected, the supervisor will receive access to the selected organization unit and all subordinate units.
10. In the Valid From and Valid To fields, enter the validity period for the supervision assignment.
11. Save the information.