Greenshades Blog


Who’s the boss?

Posted on June 16th, 2017

  Chris Hadden, CPP

Chris Hadden, CPP

By Chris Hadden, CPP
Technical Sales Manager

Who’s the boss? Tony Micelli?

Let us know!

Of course, I’m not actually talking about the TV sitcom from the 80’s.

Understandably, I talk with current and prospective customers quite a bit that are hoping to gain a better understanding of how the organization chart and supervisor structure is configured on the Greenshades Employee Services Portal. For most companies this structure is critical. This directly influences daily activities such as time off requests and timesheets approvals. Depending on Administrator settings, manager configuration can allow supervisors to see the personal information of their subordinates, such as pay stub details.

So, how is this actually configured? The short answer is: Greenshades pulls the employee and supervisor relationship from the Payroll data uploaded by the administrator.

For example, in Dynamics GP, we are pulling from the supervisor linked to the employee on the Employee Maintenance card.

In the below example, Bill Adams is reporting to Supervisor SUPMGR, Support Manager.

The Support Manager code is assigned to employee Kathie Flood.

Based on this setup, when we look on Greenshades Online, we will see this relationship is being honored on the organization chart.

Employee Card in GP 2

 

Supervisor setup in GP 2

 

Bill Adams on GO

 

Now that we have confirmed this supervisor relationship is carrying over to Greenshades Online, let us look at what options are available for managers.

By going to Greenshades Online Settings > Access Settings > Manager Access, administrators have the ability to configure what employee details a manager can see for their subordinates. This includes which employee modules display (which can affect a manager’s ability to approve certain employee requests), and it can impact which employee details are visible to the manager.

 

Manager Center settings

Module manager settings

Now that these settings are in place, when Kathie Flood signs into Green Employee (with her regular employee login credentials), she will see the Employee Management option towards the top of the page.

Once she views the Employee Management page, she has additional options available to her.

Based on the current settings in this test company, Kathie can:

  • View employee personnel information
  • View and approve employee profile changes, such as mailing address and phone number
  • View employee paystubs
  • View and approve employee timesheets
  • View and approve pending time off requests
  • View an employee’s current time off balances and any historical and upcoming time off usage
  • View and approve employee documents including expense reports (with detailed reporting)
  • Complete and post employee evaluations

One of my favorite features is that managers have the ability to setup email notifications for a number of different tasks and reminders. Some of my favorites are:

  • Employee time off requests
  • If an employee goes into Overtime or Doubletime
  • If an employee has not yet submitted their timesheet after a pay period ended
  • If an employee submits their timesheets for review
  • If an employee submits an expense report for review
  • If an employee has an employee evaluation due
  • If an employee has a birthday approaching

Kathie Flood home page

Kathie Flood manager home page

So, who’s the boss? You tell us. In order to get the full use out of your company employee portal, let us know who reports to who. If you have any questions or need assistance in configuring this, feel free to contact the Greenshades Support team.

Interested in automating your employee and manager experience? Request an Employee Services demo here.