Filtering by teams

For the month being displayed, you can limit the list of employees to your direct reports or to specific teams. In addition, you can include or exclude employees from being displayed on teams to which they are temporarily assigned.

  1. Select Time Off Approval.
  2. Click the Team View icon.
  3. Select one of these options from the pop-up window:
    • Direct Reports: Displays only the employees who report directly to you for the month being displayed. This option is the default that is selected when first accessing the approval page.

      See "DIRECT_REPORTS_TEAM_LEVELS" in the Infor Workforce Management Registry Parameter Reference Guide.

    • Select Teams: Displays only the employees that are assigned to a team selected in the lookup for the month being displayed.

      Select one or more teams from the lookup. To display all the employees you have access to as per the standard system hierarchy, click ALL or leave the lookup blank.

  4. Optionally, select the Home Teams Only option to exclude employees from being displayed on teams to which they are temporarily assigned. When selected, employees are only displayed under their home team (or teams if they are on multiple home teams within the month being displayed).
    You can use this option to remove duplicate employee requests that occur when an employee is assigned to multiple teams over the month (due to a temporary team assignment or a home-team change occurring mid month) and you have access to those teams.
  5. Click Refresh. The list of employees is filtered based on the option you selected.
    Note: An employee is considered eligible for display as long as they match the criteria on any day within the month being displayed.