Management Groups are filters that can be used to only show employees that directly report to managers who are on a high access level and view a large number of employees in Leave Approvals & Timesheet Authorisation.
Management Groups will need to be created and a manager assigned to the group. Employees that report directly to the group manager will need a Management Group applied to their employee profile. If you are an administrator, learn how to configure Management Groups with How do I set up & use Management Groups in Humanforce Web?
The below options to view employees reporting to me only appear to those set up as Group Managers.
Leave Approvals
You can view leave requests for staff that report directly to you. Navigate to Leave Approvals screen
Select Screen Settings.
Select Reporting to me only. Click Save.
Once setting has been applied, it will only show leave requests for employees reporting directly to you. Filter will stay on until turned off.
Daily Authorisation
You can view daily timesheets for only staff that report directly to you. Navigate to Daily Authorisation.
Select Screen Settings.
Tick Only show employees reporting to me. Click Save.
Once setting has been applied, it will only show timesheets for employees reporting directly to you. The filter will stay on until turned off.
Timesheet Admin
You can view timesheets for only staff that report directly to you. Navigate to Timesheets.
Select the Filter icon.
Toggle Employees reporting to me to on and click Apply filters.
When this setting is applied, you'll see it under the filters icon. The filter will stay on until turned off.
