Automatically determine the manager of an organisational unit
If you want to use alerts and workflows, it is recommended to place managers and employees in separate layers of the organisation chart. This is not mandatory, as there are several methods for sending alerts and driving workflows.
If managers are in separate layers of the organisation chart, Profit can automatically determine and show the manager for each organisational unit.
Note:
Only use this method if the managers are in separate layers in the organisation chart.
Description
If Profit determines the manager automatically, you can see who are the managers and who is the executive of each organisational unit. Profit determines the manager(s) based on the parent organisational unit and the position allocation. Profit also determines the substitute for a manager automatically. Profit updates this data when refreshing current data.
Employee is manager of the child organisational unit
The employee of an organisational unit is the manager of all linked child organisational units (even if layers in the organisation chart are skipped).
In the example below, C. Koolhoven is the manager of the employees of the Controlling department, even though a layer is skipped. Profit automatically shows C. Koolhoven as manager in the properties of the employees of the Controlling department. D. Gans is the manager of the Consultancy department.
If an organisational unit does not have any employees, Profit retrieves the manager from the parent organisational unit. If the Contains employees check box is not selected for an organisational unit, Profit skips the layer in question when determining the manager.
If an organisational unit has two managers, Profit determines the manager based on the percentage distribution between the managers. If the percentage for the two managers is the same, the determination of the manager can change from day to day.
Employee is manager based on position allocation
If an employee is part of an organisational unit based on the position allocation, he also is the manager of the child organisational units. The management executive is determined as follows:
- The employee with the highest percentage in the position allocation is the executive.
- If the percentages are the same, the management executive is determined based on the employee code.
Example:
F. Bol belongs directly to the Consultancy department. Because he has no position allocation, he belongs to the Consultancy department for 100%.
S. Reinders belongs to the Sales department (not shown in the above image) but he sometimes substitutes for F. Bol. S. Reinders has the following position allocation:
- Sales: 60%
- Consultancy: 40%
Profit registers both F. Bol and S. Reinders as manager of the employees of the Consultancy department. F. Bol has the highest percentage, so he is the management executive.
Even if the position allocation includes an employee in an organisational unit for 0%, he still is the manager of the child organisational units.
Example:
Same as above, but now S. Reinders has the following position allocation:
- Sales: 100%
- Consultancy: 0%.
Profit registers both F. Bol and S. Reinders as manager of the employees of the Consultancy department. F. Bol has the highest percentage, so he is the management executive.
Substitute of a manager
If a manager is absent due to leave or absence, Profit also displays the substitute in the organisation chart. Of course, the substitute must have been recorded in the absence or leave entry.