You can view managers of a job, send reminders to managers, and view the direct/indirect reporter of a manager in this tab.
To view the Managers tab
1. Navigate to the Job Management tab.
2. Use the search and filter options to find the desired jobs.
3. Select a job In the job data grid.
4. Click Managers in the right pane.
This displays the Managers pane as shown in the following figure:
It displays the list of managers associated with the selected job.
To send reminders to managers
You need to send reminders to managers for various reasons. These reminders can be email messages or notifications.
1. In the Managers pane, click Send Reminders.
This displays the Set Reminder/Notification Details dialog box.
2. Click the Set Reminder/Notification Details tab.
3. The job details are populated in the Job box.
4. In the Type of Notification list, select the reason for the notification.
5. In the Reminder Text box, enter the message.
6. In the Action Required list, select the required action.
7. Select the following check boxes:
Create Email Reminders – to send an email reminder
Send Emails Now – to send a direct email
8. Click the Managers to Notify tab.
9. Select the managers which you wish to notify.
10. Click Save and Close.
This displays the Text Editor dialog box.
The reminder is sent.
Managers get these reminders as notifications or email messages.
11. Click x to close the dialog box.
To update counts
1. In the Managers pane, click More, and then click Update Counts.
This displays the Employee Utilities dialog box.
It includes the following tabs:
2. Click the Update Records tab.
3. Click Update Direct/Indirect.
This displays the following dialog box:
4. Click Ok.
5. Click Update Num EEs per Job.
This displays the following dialog box:
6. Click Yes.
7. Click Ok.
8. Click Update Reporting Chain.
This displays the following message:
9. Click Yes.
This displays the process as follows:
After completion, it displays the following message:
10. Click Ok.
To view the direct/indirect reportees of the manager
1. Select a manager in the Manager pane.
2. Click the Org Chart icon.
This displays the direct/indirect reportees of this manager.
3. Select another manager in the Select Manager list.
This displays the direct/indirect reportees of this manager.
4. Click x to close the screen.
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