Permission Group question

[jlim]

Using v.2.2.2

Having problems understanding how Permission Group works.

I have 2 employees setup as such:

Jane Doe
ermission Group = Supervisor (Subordinates Only)
olicy Group = US - MI - Exempt

John Doe
ermission Group = Regular Employee
olicy Group = US - MI - Onsite


Under ADMIN -> COMPANY -> PERMISSION GROUPS ..

I've verified under REGULAR EMPLOYEE, John Doe is listed in there
Under SUPERVISOR (SUBORDINATES ONLY), Jane Doe is listed in there

But under JANE DOE, she can't see JOHN DOE timesheet under MYTIMESHEET.

I tried assigning them to the same POLICY GROUP but it still doesn't show up.

But I know I have been able to see JOHN DOE timesheet under JANE DOE. Just not sure what changed it.

Thanks.

[shaunw]

You have assigned Jane Doe to the Supervisor (Subordinates Only) permission group, so this means that she can only see employees underneath her (subordinates) in the permission (authorization) hierarchy.

If you want her to see all employees, change her permissions to just Supervisor.

Permissions and policy groups are completely separate from one another.

[jlim]

I just want Jane Doe to see John Doe. I know I got it to work before, but I'm not sure what I changed that caused Jane Doe not to be able to see John Doe.

Where do I go to set the subordinate permission? Thanks.

[shaunw]

When an employee is given subordinate only permissions, TimeTrex checks the permission hierarchy to find out who is underneath a given employee.

So you need to make sure you have a hierarchy that has the "Permission" object assigned to it (Admin -> Company -> Authorization Hierarchy -> Click Edit on a hierarchy), and that the employees are in the hierarchy in the way you want them to be.

You can of course add multiple "objects" to a single hierarchy, so you don't need to create a separate hierarchy for each object if you don't want too.

[jlim]

shauwn - I can't get it to work. JANEDOE still doesn't see JOHNDOE timesheet.

Here's how I've it setup.

JANEDOE permission group is set to: SUPERVISOR (Subordinates Only)

JOHNDOE permission group is set to: REGULAR EMPLOYEE.

Under ADMIN -> COMPANY -> AUTHORIZATION HIERARCHY -> EDIT (per your instructions),

I created a TIMESHEET APPROVER with the OBJECT TIMESHEET.

Now, I go back to ADMIN -> COMPANY -> AUTHORIZATION HIERARCHY -> VIEW, my hierarchy is as follow:

(1) JLIM No [ View ] [ Edit ]
... (2) Jane Doe No [ View ] [ Edit ]
.........(3) John Doe No [ View ] [ Edit ]
.........(3) Mike Doe No [ View ] [ Edit ]


Now, when I login as JANEDOE, and I go to TIMESHEET -> MYTIMESHEET, the employee pulldown menu only has JANEDOE in there.

What should I do?

If I set JANEDOE to SUPERVISOR (All Employee), JANE DOE can see everyone - including JLIM at the top (that's me as the admin). But that's not what I want.

Thanks.


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[shaunw]

Under ADMIN -> COMPANY -> AUTHORIZATION HIERARCHY -> EDIT (per your instructions),

I created a TIMESHEET APPROVER with the OBJECT TIMESHEET.

You need to add the Permission object to the hierarchy for Subordinate Only permissions to work.

[jlim]

Sorry ... I don't understand what you mean. Can you elaborate more with the actual menu picks? Thanks.

[shaunw]

Admin -> Company -> Authorization Hierarchy.

Click "Edit" beside the hierarchy.

Add (highlight) the "Permission" object to the hierarchy. Click submit.

[jlim]

Ok... that works. Thanks