Changing Reporting Managers
These topics provide an overview of change reporting managers and list the pages used to change reporting managers.
Page Name |
Definition Name |
Usage |
---|---|---|
Reporting Change - Employee Selection Criteria Page |
HR_DR_DIRECTREPORT |
Enter the employee reporting as of date and select the employee whose reporting you want to change. |
Request Reporting Change Page |
HR_MGR_REPORT_CHNG |
Enter the ID of the new manager or supervisor. |
Approve Reporting Change - Select a Reporting Change Request Page |
HR_MGR_REP_APPR_L |
Select the transaction to approve or deny. |
Reporting Change Details Page |
HR_MGR_REPORT_CHNG |
Approve or deny the request. View the status of reporting change requests that you have submitted. |
Submit Confirmation Page |
HR_REPORT_CONFIRM |
Confirms the request was successfully submitted. |
Reporting Change Status - Select a Reporting Change Request Page |
HR_MGR_REP_VW_L |
Select the transaction to view. |
PeopleSoft provides three transactions to facilitate the changing of an employee's reporting manager:
Request Reporting Change.
Approve Reporting Change.
View Reporting Change Status.
Requesting a Reporting Change
To request a change in an employee's reporting manager, managers:
Access the Reporting Change page.
Enter the effective date for the change and click the Continue button.
Select the check box next to the name of the employee or employees for which the change is to be made and click the Continue button.
Select the new Supervisor or Department ID and click the Submit button.
Approving a Reporting Change
To approve a request:
Access the Approve Reporting Change - Select a Reporting Change Request page.
Select the reporting change you want to approve.
Enter a comment relevant to the approval or denial of the request.
Click the Approve or Deny button.
Viewing a Reporting Change Status
To view the status of a reporting change request:
Access the Reporting Change Status - Select a Reporting Change Request page.
Select the transaction you want to view.