Managers

The Managers tab is a view-only tab on the Employee form that displays details about the managers in the supervisory groups to which the selected person belongs. A supervisory group is a Hierarchy Person Group (i.e., a Hierarchy Element) or an Employee Group of type: DIRECT_MANAGER or SUPERVISOR_MANAGER.  

See Also:

Managers Field Descriptions

View Managers

 

Managers Field Descriptions

Manager Name

Identifies the manager's full name.

Manager Num

Identifies the manager's Person Number.

Employee Group Name

Identifies the name of the supervisory group where the employee is listed as a group member and the manager is a manager.

Employee Group Type

Identifies if the group type is DIRECT_MANAGER, SUPERVISOR_MANAGER, or HIERARCHY. DIRECT_MANAGER and SUPERVISOR_MANAGER groups are created and maintained in Employee Group. HIERARCHY groups are created and maintained in Hierarchy Elements.

Hierarchy Node

If the Employee group type is HIERARCHY, the Hierarchy Node field identifies which hierarchy the group (i.e., Hierarchy Element) falls under and the path to the group within the hierarchy's structure. A hierarchy's structure and its elements can be viewed in Hierarchy Elements.

Manager Start Date, Manager End Date

Effective dates when the Manager is managing the Employee Group. Defined in the Start and End Date fields in the Employee Group Manager tab of the Employee Group or Hierarchy Elements form.

Person Start Date, Person End Date

Effective dates when the employee (selected on the Employee form) is a member of the Employee Group. Defined in the Start and End Date fields in the Employee Group Member tab of the Employee Group or Hierarchy Elements form.

 

View Managers

  1. Click Main Menu > Employee Management > Employee.

  2. Select the Person record you want to view.

  3. Click the Managers tab.

  4. You can filter the records by Effective Date and Employee Group Type.

  5. Click Find to refresh and display the records.