Employee Profile >Team Org

Quickly set up the managers and approvers of the employees before they roll up in your account.

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Set-up Approval Matrix (Individual)

Make sure that the Managers and Approvers you would assign to Employees have the "Manager & Approver" access in their role.

Step 1: Create Approval Matrix Template - follow this article how to create one.

My Team > Settings > Approval Matrix

Useful if you have a team org structure per Department, Group or Branch that you follow.

Step 2: Employee Profile - select the Team Org section.

Step 3: Edit Approval Matrix - apply the approval matrix template or select individual approvers.

If no matrix template is created, you can still select approvers in each section.

Step 4: Save - if the setup of approvers is now okay.

After saving, it will automatically reflect on Employee's profile.

Set-up Approval Matrix (Bulk)

My Team > Bulk Data > Team Org template

Step 1: Get a sample template - export Team Org to have a copy of all employees loaded in the app

Step 2: Edit the downloaded Team Org file - on the Approval Matrix column, apply the approval matrix that was created in the system.

Here are some tips to complete the file:

• Type or copy the name. Make sure that the Approval Matrix name is the exact name that was registered on the system, then save the file.
• You can also remove other details in the Team Org part except if the employee approver will not be included in the new update.

Employee group field are for reference only. If the approval matrix is created by Group, Department or Branch, you can easily filter and apply the applicable matrix template. 

If current approval matrix does not apply to the employees, you can 

Step 3: Import - go back to My Team >Bulk Data >Import type to load the data.

Once done importing, there will be an email and browser notification that import process is complete.

If Success, it will state how many files were successfully uploaded. If Failed, a detailed report will be provided to your email so you can make amendments.

Direct Reports

List of Employee's subordinates.

Access Rights

Give additional control for Employees to view others in My Team through selected groups or departments. 

Useful if your organization have confidential employees that a certain HR or Payroll Admin should not have access to.

See your User Rights to define exactly what kind of data this employee can have access to!

That's it - your team org is now configured!