EMPLOYEE - SUPERVISOR HIERARCHY
1. Who is an Employee ?
An employee is anyone who has agreed to be employed, under a
contract of service, to work for some form of payment. This can
include wages, salary, commission and piece rates.
2. What is a Job ?
A group of homogeneous tasks related by similarity of
functions.
3.What is a Position?
A particular way in which someone or something is placed or
arranged4.Steps that are required to setup an Employee-Supervisor
Hierarchy :1. Create an Employee.
2.Create a Job.
3.Create a Position ( Not a Mandatory Creation though)4. Assign
Job to Position
5.Assign Job and Position to the Employee
6.Assign Employee to the supervisor
7.Create Approval Groups
8.Assigning the approval Group to the Job/Position.
9.Create a Purchase Order and send it for approval.
Step 1:
Creating an Employee.
Navigation: HRMS superuser --> People-->Enter and
Maintain.
Click Open and select New from the Find person Window.
Enter the details such as Employee Name, Gender, Action( Create
Employment),National Identifier number, DOB of the employee etc.
and save.
Step 2:
Creating a Job.
Navigation : HRMS SuperUser--> Workstructure-->Job-->
Description.
Click Open and New from the find Jobs Window.
Click on Name tab and Update the Job Code and Job Name in the
Job flex field and Save.
Flex Field Entry is updated here as shown in the below
picture.
Follow the same process to create any number of jobs as
required.
Step 3:Creating a Position
Navigation : HRMS SuperUser-->
Workstructure-->Position--> Description.
Click on the New button and enter the required data.
Step 4:
Assigning Job to Position. Also Update the Organization , assign
the job to the postion and select the status as active.
Enter the FTE(Full time Equivalent) and Head count as stated
below.
Repeat the process to create any number of positions as
required.
Step 5:
Assigning Job and Position to the employee
Navigation: HRMS superuser --> People-->Enter and Maintain
and click Find.
Now click on assignment tab to open Employee to supervisor
assignments.
Step 6:
Assigning Employee to the Supervisor.Goto Supervisor tab and
enter the supervisor name(A.Banerjee, highlighted in red rectangle)
under whom the Assigned employee(Gary Jones in the below picture)
works.
Step 6:
Defining approval group and assigning the same to the
Job/Position.
Assign the Approval Group to the Job.
Note: For Employee Supervisor Hierarchy the Position field in
the above picture shall be greyedout.
This completes the Employee - Supervisor Hierarchy setup.Further
Create the Purchase order or requisitons accordingly to test the
functionality.
Difference between Job/Position Hierarchy and Employee
Supervisor Hierarchy :
1. If the approval hierarchy check box is checked in the
PO-->Financial options-->HRMS tab then it is termed as
Job/Position hierarchy and if the same is unchecked then it is
termed as Employee-Supervisor Hierarchy. 2. For Job/Position
Hierarchy the position field is selected during assignment of the
approval group and if it is Employee -Supervisor hierarchy then the
position field shall grey out.
3. The hierarchy is set in PO
Superuser-->Setup-->personnel-->Position hierarchy for
Job/position hierarchy and if it is Employee supervisor hierarchy
then hierarchy is set in HRMS Superuser --> People-->Enter
and Maintain-->Assignments-->Supervisor .