Purpose Statement
The My Direct Reports feature within the Personnel module allows users to view and manage personnel records that report directly to them. This feature helps supervisors maintain visibility into their assigned personnel and, when permissions allow, add additional personnel to their direct reports list.
Background Information
The My Direct Reports section provides supervisors and authorized users with a centralized location to access personnel records assigned to them.
Users can:
View personnel records that report directly to them.
Add personnel records to their direct reports list, if permissions allow.
Assign multiple personnel records as direct reports.
The ability to add direct reports depends on the permissions assigned to the user.
Required Permissions
View My Direct Reports: Users must have access to the Personnel module and the My Direct Reports section.
Add Direct Reports: Users must have the appropriate permissions to add personnel to their direct reports list.
Video
Step-by-Step Guide
Step 1: Navigate to My Direct Reports
Open the Module Stack.
Select Personnel.
Click My Direct Reports.
Step 2: View Your Direct Reports
Once inside My Direct Reports, review the personnel records displayed.
This section displays personnel records that report directly to you.
Step 3: Add a Direct Report
1. In the upper-right corner of the My Direct Reports page, click Add.
2. Use the drop-down menu.
3. A list of available personnel records will appear.
4. Select the personnel record or records you want to assign as your direct reports.
5. Click Add to complete the process.
Step 4: Add Multiple Direct Reports
1. Repeat the process of selecting Add > Add Direct Report.
2. Select any additional personnel records that report directly to you.
3. Click Add to include them in your direct reports list.
4. Continue this process as needed to assign multiple personnel records.
Best Practices
Verify personnel assignments: Ensure that the personnel selected report directly to you before adding them.
Maintain accurate reporting relationships: Review your direct reports list periodically to ensure it reflects your department's current organizational structure.
Confirm permissions: If you are unable to add direct reports, contact your system administrator to verify your permissions.
Avoid incorrect assignments: Only add personnel who fall within your direct supervisory responsibilities.
Troubleshooting & FAQs
Why can't I see the Add button?
The ability to add direct reports is permission-based. If the Add button is not visible, contact your system administrator to verify that you have the necessary permissions.
Can I add more than one direct report?
Yes. You can add multiple personnel records to your direct reports list by selecting the appropriate personnel and clicking Add.
Where can I find My Direct Reports?
Navigate to Module Stack > Personnel > My Direct Reports.
Who appears in My Direct Reports?
The section displays personnel records assigned to report directly to you.
Can I remove or edit an existing direct report?
The provided training material demonstrates how to view and add direct reports. The process for removing or modifying existing assignments is not covered and requires additional documentation.