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Creating a Reports To Org Level

A key feature of Leave Management is when an employee submits a leave request, the system knows who needs to approve it, and sends them a notification that there is a pending leave request that they need to review. For this functionality to work properly, you must create a position Org Level that contains managers as Org Details, and then attach the managers (Details) to the positions that they are responsible for.

In This Section

To create a Reports To Org Level

See Also

Configuring Quadrant Workforce for Leave Management

Create a New Hire User Group

Designating a Manager as a User

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

Attaching Managers to Positions

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To create a Reports To Org Level

Note! If you have already created a Reports to Org Level and the accompanying manager Org Details, proceed to Configure Notifications.

  1. Open Quadrant Workforce.
  2. Open the Administration menu, and then the Structure window.
  3. Open the Org Levels tab.
  4. Click the Level Definition button.
    The Lookups dialog opens.
  5. Click Add.
  6. Type a description.
    This could be "Reports To" or "Managers."
  7. Type a short description.
  8. Type an abbreviation for the Org Level.
  9. Click Save, and then Close.
  10. Select the Org Level you just created from the Level list box.
  11. Click Add.
  12. Type a User Code.
    Since we are designating managers as Org Details, this could be an abbreviated version of a manager's name.

    structure window reports to org level

  13. Type a Description.
    This will likely be a manager's full name.
  14. Click Save.
  15. Repeat the preceding steps to add additional managers as details to the Reports To Org Level.

Note! This is a static list. As roles change in your organization, you may have to update your Reports To Org Details to reflect current managers.

See Also

Creating a Reports To Org Level