The supervisor-subordinate relationship is defined in the person's information on the employment side. If person B is added as a supervisor for person A, person A will appear as a subordinate in person B's information, without the information having to be saved in each person's information separately.
Adding or replacing a supervisor or a subordinate for a user requires a certain type of role. A supervisor can only be a user with employee number.
Please note that supervisor only sees his own subordinates. If a supervisor should be able to see other supervisors subordinates, the supervisor needs to be set as a substitute this supervisor. Instructions can be found here.
Defining a supervisor
A supervisor can be assigned to an employee as follows:
Open the Employees section and choose Persons > Persons.
Open the desired person's information from the magnifying glass.
From the menu, select Organization > Supervisors > Add. Start typing the name of the supervisor and select the desired person as the supervisor from the results.
You can add more than one supervisor to a person. If more than one supervisor is added to the person, the service will indicate who is the primary supervisor. However, it is important to note that only the primary supervisor receives messages about the sensitive actions of his subordinates, such as sick leave, vacation leave and annual leave.
Once you have selected the supervisors, select Done.
Always remember to save the changes from the Save button at the bottom of the page.
Supervisor information can also be updated for multiple employees at the same time. Instructions for mass import of supervisors can be found here.
Only the primary supervisor (and/or the primary supervisor's substitute) receives an email notification requesting approval for a subordinate's event request."
Defining a subordinate
You can add a subordinate to a user through the person's information card in the Employees section. A person may have several subordinates. In order to add a subordinate, the subordinate must have an Employee Number.
A subordinate can be assigned to an employee as follows:
Open the Employees section and choose Persons > Persons.
Open the desired person's information from the magnifying glass.
From the menu, select Organization > Subordinates > Add. Start typing the name of the subordinate in the opening box and select the desired person as the subordinate from the results.
Once you have selected the subordinates, select Done.
Always remember to save the changes from the Save button at the bottom of the page.