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Attaching Managers to Positions

You've designated managers as users, have created a Reports To Org Level, have created a notification group so that managers can be notified when one of their employees submits a leave request, and have configured the Prepared Method that triggers the e-mails sent when leave requests are submitted. The final configuration step you need to complete to make the connection between employees and managers is attaching managers to positions. Quadrant Workforce provides you with a wizard to make this task easy. You can also attach managers to positions using a manual method.

In This Section

To attach managers to positions

See Also

Configuring Quadrant Workforce for Leave Management

Create a New Hire User Group

Designating a Manager as a User

Creating a Reports To Org Level

Selecting the Reports to Org Level

Creating a Notification Group

Designating Notification Addressees

Creating Leave Notification Methods

Configure an Audit Web Employee Changes Notification Method

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To attach managers to positions
  1. Open the Configuration menu, and then the Positions window.
  2. Open the Organization Details tab.
  3. Click the Wizard button.
    The Organizational Detail Wizard dialog opens.
  4. Select an Org Level from the Org Level list box at the left side of the dialog.
    This should be an Organization or Facility level so that all of the positions that have been configured for the organization are listed in the lower pane.
  5. Select an Org Detail.
    The choices available are determined by the Org Level selected.
  6. Under the Set New Org Level and Detail heading at the right side of the dialog, select the Reports To (or equivalent) Org Level from the Org Level list box.
  7. Select a manager from the Org Detail list box.

  8. Select a start date or leave at the default (current date).
    If you future date the Starting From date, when a leave request is submitted for an affected position, the following error will be generated. If this occurs, change the start date so it is no longer future dated.

    leaveerror

  9. In the lower pane, clear the check boxes for any positions that you don’t want to attach to the manager.
  10. Click Next.
    A report appears, showing you all of the positions that have been attached to the manager.
  11. Click Next.
  12. Click Yes on the warning dialog that appears.
  13. Repeat preceding steps to attach positions to additional managers.

You can also add positions to managers manually. This may be more practical in organizations with fewer positions and managers.

To manually attach positions to managers:

  1. Open the Configuration menu, and then the Positions window.
  2. Open the Organization Details tab.
  3. Select a position from the Positions list box on the Explorer.
  4. Double-click the Northern Living Allowance row on the Organizational Details tab.
    The Position Org Detail dialog opens.
  5. Click Add.
  6. Select a location from the Description list box.
  7. Click Save and then Close.

See Also

Attaching Managers to Positions