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:

  1. Access the Reporting Change page.

  2. Enter the effective date for the change and click the Continue button.

  3. 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.

  4. Select the new Supervisor or Department ID and click the Submit button.

Approving a Reporting Change

To approve a request:

  1. Access the Approve Reporting Change - Select a Reporting Change Request page.

  2. Select the reporting change you want to approve.

  3. Enter a comment relevant to the approval or denial of the request.

  4. Click the Approve or Deny button.

Viewing a Reporting Change Status

To view the status of a reporting change request:

  1. Access the Reporting Change Status - Select a Reporting Change Request page.

  2. Select the transaction you want to view.