Once an individual has been given the rights to edit
records, you can associate them with the groups
of employees that report to them. This will allow them to access and
report on the records of those employees.
To do this:
-
Select
Groups to Users
from the menus.
-
Select the individual’s username from the list of
System Users.
-
In the
Group Name
drop-down box, select the appropriate type of group. The groups
of the selected type are displayed in the
Available Group Items
list.
-
Highlight the groups of employees that report to
the individual, and click the
<<
button to allocate these groups to the supervisor.
If you need to remove a group that has already been
allocated to the individual, highlight that group in the
Allocated
Group Items
list, and click the
>>
button.
A confirmation message is displayed indicating the
groups that have added to or deleted from the supervisor’s record.
Note: If you allocate items
from more than one group to a user (e.g. Department A and Cost
Centre B), then the user will only see employees who are in both
of these groups. They do not see all the employees in Department A
and all the employees in Cost Centre B.
