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Employee team member access on a manager request form

How to populate the Employee drop-down in the Manager Requests widget with the manager's team members.

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Written by Steve Cole
Updated over 2 months ago

Additional configuration is required to ensure that managers are able to create a request for the same employees that appear under their My Team widget. To do this, follow the steps below.

πŸ“ŒNote: Ensure your configuration matches the organisational group and role used in your Reports To Manager setup.

  1. From the dashboard menu, search for and select Administrator Dashboard.

  2. Click Site Manager, then click OPEN next to Admin Settings.

  3. In Keyword Search, enter cp_mgr_req_org, then click the search icon.

  4. Review and update the following parameter codes.

    • cp_mgr_req_org_group - e.g. WRKGRP.

      • Specifies the organisational group item used in Organisation Roles to build the manager request's employee list. Defaults to DEPT for Department Level.

    • cp_mgr_req_org_role - e.g. MGRESS.

      • Specifies the organisational role used in Organisation Roles to build the manager request's employee list. Defaults to 001 for Reports To.

  5. Click Edit for each item, update the text, then click OK.

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