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Home / Help System / Key Concepts / Administrator Navigation / Managers

Managers

The ‘Managers’ tab lists details about the managers associated with the selected employee’s PIN(s). The current active PIN will always appear first in the list. Within each PIN, the managers are grouped by application structure type.managersemployees

Add Manager Link

Below the Select Employee button is the ‘Add Manager’ link. More information about using this can be found in the section ‘Adding A Manager’.

Show only Active Pins Checkbox

Above the first PIN is a check box that filters the list to either ‘All’ PINs are only the ‘Active’ PINs.  There may be a need to add or change managers associated with a PIN the employee is no longer in for example when certifying Time & Effort documents for a prior certification period or getting approval on Time or Leave documents tied to an employee’s previous position.

Change Log Button

The Change Log button will open a new window displaying a list of details about the changes made for the particular PIN.

Edit Button

The Edit button opens a new window of information about the particular manager. The manager’s approval type can be changed in this window.

Move Up/Down Arrows and Sequence Number

Each manager can be moved up or down in the list. This sequence number affects the order in which document approvals are done.  In the example below, 2 manager approvals are needed for all documents (Time, Leave, Time & Effort, etc.) and the manager listed as 1 will approve first, then the manager listed as 2.

Delete Button

The Delete button will delete that manager’s particular relationship with that PIN from the application structure group it is in.  It will not affect other relationships this manager may have with that PIN or the employee’s other PINs.

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Related Topics

  • Status
  • Admins/Menus
  • Log
  • Roles
  • Manager’s Employees
  • Foreign Access
  • Exclusion List
  • Employee List
  • Reports
  • Application List
  • Set Alert Message
  • Import Affiliate UIN List

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