Overview
Your company might constitute one or more departments with multiple employees within them. Each employee might report to a particular manager or superior. You can define this when setting up your employees' position histories, and you may then view and export the Reporting Lines structure.
Permissions
If you want to edit an employee's position to update the 'reports to' employee, you will need the Manage Employment Position History permission or the Manage Employment Position History (excluding remuneration) permission.
To view the Reporting Structure, you will need the permission View Reporting Lines.
Creating your Reporting Lines
Talexio allows you to build your Reporting Lines based on the information added to employee employment positions.
When employees have their 'reports to' field completed, you can extract from Talexio your Reporting Lines structure.
Viewing and Exporting your Reporting Lines
To view and export a copy of your Reporting Lines, you will need to go to the Settings section and click on the Organisation tab. From there click on Show reporting lines.
This will present on screen your Reporting Lines based on the data from the employee employment positions. When shown, you can also click on the Export button on the page to download the structure as a .png file.
The Reporting Lines structure can also be filtered so that if you wish to see the Reporting Lines for a specific employee, you can filter on them and it will show all those who report to them.
Reporting Lines - Permissions
After setting up your company's reporting lines, you may choose to give users permissions to perform actions only for those whom they report to. There are 4 different types of permission levels on Talexio:
- Global level - This option allows the user(s) to view/manage a particular feature over every employee within the organisation. For example, if a user has the 'Approve Leave' permission on Global, then this user can approve the leave of everyone in the company.
- Unit level - This option allows the user(s) to view/manage a particular feature for employees within specific unit(s).
- Employee level - This option allows the user(s) to view/manage a particular feature for specific employee(s).
- Reporting lines - This options allows the user(s) to view/manage a particular feature for people who report to the user(s).
For more information on permissions and how to set them up, click here.
Related to