Selecting Superior Positions/Different Org. Unit

Prerequisites

You use this function to show that a position in a reporting structure has more responsibility and is superior to other positions in your company.

You can use this feature if the subordinate position is assigned to an organizational unit that is different from the one in which you are working. Otherwise, see Selecting Superior Positions/Same Org. Unit.

If you elevate a position, the system creates a relationship record between the superior subordinate positions. This is relationship A/B 002.

Procedure

Elevating a Position

  1. On the Change Reporting Structure screen, choose the position you want to make superior.

  2. Choose Start of the navigation pathEdit Next navigation step Elevate Next navigation step GeneralEnd of the navigation path.

    The Choose Position dialog box appears.

  3. In the Search string field, look up the position that is to be assigned to the superior position. Choose Continue.

    If the system finds only one position, the Assign Position dialog box appears, showing the proposed new placement skip to step 5.

    If the system finds more than one position, the Search Function for Position dialog box appears, listing the positions.

  4. Select the appropriate subordinate position.

    The Position Assignment dialog box appears, showing the new assignment.

  5. Save your entries.

    An indicator appears beside the superior position. It indicates there is a position that reports to this superior position, which is assigned to a different organizational unit.

Switching to the Other Organizational Unit

  1. Choose the symbol mentioned in step 5.

    The Organizational Assignment dialog box appears, identifying the organizational unit where the subordinate position is assigned.

  2. Select the organizational unit.

    The Change Reporting Structure screen appears. The system displays the reporting structure for this organizational unit. You can edit the reporting structure, as required.

  3. To return to the previous organizational unit, choose Back or Cancel.