MANAGERS/HR REPS BY HR ORG

Use this screen to set up information for a human resources organization structure. You can identify the first level manager and second level manager for an HR organization, as well as the human resources representative. The First Level Manager ID defined in this table defaults into the Salary Info and History screen (People » Employee » Basic Employee Setup) based on the organization to which each employee is assigned.  When creating records in this screen, you must enter data in the First Level Manager field for all levels of an organization to which a manager applies – even if the manager ID for each related lower level organization is the same as the top level organization. If Costpoint attempts to reference an organization to which no First Level Manager is assigned, no manager defaults and a warning message displays.

Before you can initialize this table, you must set up organizations in Costpoint General Ledger, and you must establish the Basic Employee Info screen (click People»Employee»Basic»Employee Setup) for employees designated as first-level managers.

You can use this screen only if the Use Managers/HR Reps by HR Org option is selected in the Personnel Settings screen (People » Personnel » Personnel Controls).

Human Resource Organization

Enter the human resource organization. You can enter up to 20 characters.

HR Organization Description

Enter a description for the HR organization. You can enter up to 25 characters.

First Level Manager

Enter, or use the binoculars () icon to select, the employee ID of the first level manager who belongs to this HR organization. This is a required field.

Name

This field displays the name of the selected first level manager.

Second Level Manager

Enter, or use to select, the employee ID of the second level manager who belongs to this HR organization. This is an optional field.

Name

This field displays the name of the selected second level manager.

Human Resources Representative

Enter, or use to select, the employee ID of the human resources representative. This is an optional field.

Name

This field displays the name of the selected human resources representative.

Table Information

Changes to this screen update the following tables:

Managers/HR Reps by HR Org - HR_ORG_MGR_DFLT

Basic Employee Info - EMPL

Organizations - ORG