Viewing hierarchy of people
Menu path
Modules ➔ HRM ➔ Reports ➔ People ➔ Hierarchy
Introduction
This page allows you to view the hierarchy of people within the organization. You can also view the breakdowns of the person's structures by location, division, cost center, manager, person type, and employment status of the person. You can select the layout type in hierarchy listing or chart.
Roles and rights
All users can view the hierarchy of people within an organisation.
Note:
- For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
- For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.
What version are you using?
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
How do I view the hierarchy of people?
- On the HRM: People - [Name of person] page, type the employment ID at Person under the Criteria section to view the hierarchy of the person. By default, the system will display the ID of the current user that is logged on to the system.
- Define the rest of the fields.
- Click Refresh.
Buttons
Close
Click this to exit.
Refresh
Click this to update the hierarchy according to the defined criteria.
Reset
Click this to clear all the defined criteria so that you can start a new search.
Planning
Click this to go to the HRM: Manager schedule page to view the planning of the subordinates of the person defined.
Hour & expense approval
Click this to go to the Hour & expense approval page. For more information, see Overview of hours and expenses to be approved or rejected.
Icon
Customise
Click Customise at the title bar to customize the hierarchy list or chart. Click Save to save the settings, Reset to reset your selections to the default setting, or Close to exit without saving. Take note of the following sections:
Details section
You can choose up to five columns and hyperlinks to be displayed in the hierarchy list by selecting the options at Columns and Hyperlinks respectively. This is only applicable to hierarchy displayed in the List format.
Organisation chart section
You can choose up to five types of information to be displayed in the hierarchy chart at Row, and the number of people to be displayed in the hierarchy chart for each level at Columns. At Order, you can select the available options to define the order of the hierarchy chart. This is only applicable to hierarchy displayed in the Chart format.
Fields
Person
Type or select the ID to be displayed. Once you have selected a person, you can view the details of the person by clicking the name displayed next to the box. For more information, see Viewing personal cards.
Note: The name of this field will change to Location if you have selected Location at Involvement. You can then type or select the location code to display the hierarchy of people based on the selected location.
Involvement
Select Manager, Cost centre, Division, or Location to display the hierarchy of people based on the selected option.
Show
Select List or Chart to display the hierarchy of people in a list or chart format.
Type
Select the Employee, Contractor, Student, Temporary, Applicant, and/or Vacancy check boxes to include people with the respective employment types in the hierarchy.
Status
Select the Active, Hired, Inactive, and/or To be approved check boxes to include people with the respective statuses in the hierarchy.
Note:
- The To be approved check box will only be enabled if you have selected Vacancy at Type.
- This field is not available if you do not have function right 153 — View restricted items in search. In this case, the search result will take into account vacancy and people (of any employment type) but only with the Active status.
Related documents
Main Category: |
Attachments & notes |
Document Type: |
Online help main |
Category: |
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Security level: |
All - 0 |
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Document ID: |
15.522.728 |
Assortment: |
Exact Synergy Enterprise
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Date: |
17-01-2022 |
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Attachment: |
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Disclaimer |