How to setup the Direct Reports for Manager?

One of the Key for Manager Self Service transactions is setting up of Direct Reports for Manager.

For every MSS Transaction, The First page is always Direct Reports Listing Page. Generally this list is determined by Organizational Hierarchy Setup. (For Eg: Departmental Hierarchy or Supervisor driven Hierarchy). If we correlate with PeopleSoft Terminology, I would say this will come under any of these access types

1. By Supervisor Id
2. By Reports To Position
3. By Department Manager Id
4. By Department Security Tree
5. By Part Position Management Supervisor
6. By Part Position Management Department Manager ID
7. By Group Id

If we take access type“By Reports To Position”, it means Organizational Hierarchy is determined by the Employee’s Reporting Position Number.

In PeopleSoft, this Direct Reports Listing is constructed by 2 types of Setups

Direct Reports Setup

 Configure Direct Reports UI

 


Configure” Button is used to setup the Access Type and the fields to be displayed on the Direct Reports Listing page.

Note: Configure Direct Reports UI is the new feature provided in PeopleSoft HCM 8.9 Version onwards.

In order to verify the above mentioned setups, PeopleSoft itself provided options to validate the setups. This is done by using Invoke Direct Reports API – This is used to view the Direct Reports of the Manager

Invoke Direct Reports UI API – This is used to view the MSS Transaction pages for a particular MSS Component

Note: Navigation for these setups:

Setup HRMS >> Common Definition >> Direct Reports for Manager

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