Creating manager structures

Use this procedure to define a reporting structure for your organization.
  1. Select Administration > Setup.
  2. In the Structure pane, click Managers.
  3. In the Manager section, click Create.
  4. Specify this information:
    Effective Date
    Select the date on which this manager becomes active.
    Manager Role
    Specify the manager role. If left blank, this defaults to the manager number, which is assigned by the system after you click Save.
    Description
    Optionally, provide a description for the manager. If you leave this field blank, the text in the Manager Role field is the default.
  5. On the Detail tab, specify this information:
    Active
    Select this check box to make the manager code active. Active is the default. Inactive manager codes are not displayed on select lists.
    Reports to Manager
    This field is populated with the manager code from which you opened this form.
    Manager Type
    Optionally, select the type of manager. For example, administrator, executive, or project lead.
    Organization Unit
    Optionally, select the organization unit to which this manager code belongs. This is an informational field only.
  6. Click Save.