Manager – Employee Setup

Manager – Employee Setup provides timecard access to a group of employees by establishing manager-to-employee relationships. This feature is particularly helpful when oversight is needed for a large group of employees. If no Manager – Employee relationships are established, a manager has access to all employee timecards for his or her designated property.

The system prohibits circular references within manager-employee relationships. For example, if Joe Smith manages Scott Jones, Scott Jones is not allowed to manage Joe Smith.

Creating Manager – Employee Relationships

To create Manager – Employee relationships:

1. Open the Administration Menu page.

2. Under the TIMECARD TE ADMINISTRATION heading, click Manager – Employee Setup.

3. Next to Authorizing Manager, click the Select link.

   A dialog box opens allowing you to find and select the manager.

4. Next to Add Employee, click the Select link.

   A dialog box opens allowing you to find and select an employee to manage. Once selected, the employee is listed in the yellow pane.

   For each employee, the following information is displayed:

   • Employee – the name of the employee
   • Company – the company the employee is associated with
   • Department # – the name/number of the department the employee works in
   • Description – a short description of the department
   • Org Code – the organization code associated with the department
   • TimeCards – Yes if this employee tracks labor time using the TimeCard module
   Note:

   If the value in the TimeCards column is No, the selected employee has not been set up to use timecards. To manage an employee's timecard data, the employee must have the TimeCard Settings set to Yes in his or her user profile.

5. Repeat step 4 for each employee to add to the manager's list.

6. To delete an employee from the list, click the DELETE button to the right of the employee record.

Reporting on Manager – Employee Relationships

The Manager – Employee Setup page also allows you to print a report listing the established manager – employee relationships. You can create a report for a particular manager or for all managers. To run this report:

1. On the Manager – Employee Setup page, either select the manager you want to run the report for, or select no manager to run the report for all managers.

2. Click the Excel link.

   An Excel report is generated. The results include:

   • Manager – the name of the manager
   • Company – the company associated with the manager
   • Employee – the name of the employee
   • Company – the company associated with the employee