HIERARCHY SETTINGS

Hierarchy settings module is used to set the hierarchy for employees, i.e. assigning employees under a hierarchy or higher-authority. A newly joined employee will be set hierarchy with the higher-authority of the organisation by default. Set hierarchy page is used to perform such hierarchy assignments.

• The All radio button selection displays the all the employees in the institution

• Hierarchy radio button selection displays the Hierarchies list

In Hierarchy Settings, user can perform the following actions:

1.Add an unassigned employee to a hierarchy

2.Remove an employee from a hierarchy

3.Remove all employees under a hierarchy

4.Replace or Substitute an employee

5.View the hierarchy of an employee

6.List unassigned users

1. Add an unassigned employee to a hierarchy

After registering a new user, he/she should be assigned under a hierarchy to access leave and other services. User can use set hierarchy module for this purpose. Not only new user is assigned but also employees who were removed from hierarchy can also be added under any hierarchy.

Step 4: Save the hierarchy by clicking the Save Button available on the top-right corner of the "Hierarchy Under Employees" list

2. Remove an employee from a hierarchy

To prevent any employee from accessing WFM (in case they discontinue from job), user can remove the employee from hierarchy. User can also remove an employee for assigning him to some other authority.

Note : User cannot remove employee having multi-level lower hierarchy.

3. Remove all employees under a hierarchy

For removing all employees under a hierarchy, user can make use of the "Remove All" option. For this, select the higher-authority from the employee list on the left-side of the work-area whose lower hierarchy need to be removed. Then click on the "Remove All" option available below higher-authority's name. Thereafter a confirmation message will be displayed; click "OK" to proceed removal process.

To remove an employee having lower single level hierarchy, user need to remove all his lower level employees. In such case user can make use of remove all employees functionality.

Note: User shall not be allowed to remove all employees under an authority having multi-level lower hierarchies using remove or remove all functionalities. In such a case if the user need to unassign or remove all employees under any authority having multilevel lower hierarchies, remove all the employee from each level and go for the authority.

For replacing an employee, user need to select the employee from employee list on the left-side of the work-area. Then click on the "Change Hierarchy" option available below employee's name. A list of employees with whom the selected employee can be replaced shall be listed under "Change Hierarchy". Click on the "Set new hierarchy" button against the corresponding employee for selecting him and click on the "Save" button below the detailed of the employee to complete the replacement process.

On replacing:

• an employee having substitutes, upper and lower hierarchy of the replaced employee shall be assigned to the substitute.

• an employee with a subordinate having lower hierarchy, hierarchy of replaced employee and lower hierarchy of subordinate shall be assigned to the substitute

Note: User can't replace top-most hierarchy with any substitute.

5.View the hierarchy of an employee

To view the hierarchy of an employee, select the employee from the employee list in the left side of the work area. By doing so, the employee shall be displayed in the top of the work area. In-line with the employee, his upper hierarchy shall be displayed in ascending order. On the right side of the work area under the "Hierarchy Under Employee" heading, the lower hierarchy of the selected employee shall be listed. Along with the heading "Hierarchy Under Employee", displayed is the count of lower employees under the selected employee.

6.List unassigned users

Unassigned users are employees/users who are not assigned to any authority. Such users are listed under the heading "Unassigned Employees" in set hierarchy page.

Unassigned employees shall not be having any privileges in WFM other than profile and dashboard. For accessing leave and punch pages an employee need to be assigned to some authority.

A newly created employee is considered as unassigned. He/she shall be added to a hierarchy using the Add from this hierarchy option.