Siebel Professional Services Automation Guide > Time Reporting and Time Sheets >

Defining Reporting Relationships (Administrator)

The reporting relationships you define for your Siebel application are a part of the infrastructure for approving time sheets. When a user creates a time sheet, the value of the Submit To field defaults to the User ID of the person to whom that user reports, but the user can override the default if necessary. If the reporting structure has not been defined, the user cannot save the time sheet or use Auto Gen for transferring time diary entries into the current report.

The following procedure explains how to set the reporting relationship between a subordinate and the supervisor or manager to whom the subordinate reports. This procedure must be followed for every user who is allowed to submit time sheets or expense reports. Reporting relationships apply to both time sheets and expense reports.

NOTE:  The following procedure establishes a relationship between two positions, rather than two employees. If more than one employee is associated with a parent position, the primary employee for that position is used as the approver for time sheets and expense reports submitted by employees who are associated with the child position.

To define a reporting relationship

  1. From the application-level menu, choose View > Site Map >Group Administration >Positions.
  2. In the Positions list, select the position of the user who will submit time sheets or expense reports.
  3. In the More Info form Parent Position field, click the select button.
  4. In the Pick Parent Position dialog box, select the position of the user who will normally approve the time sheets of the user in Step 2, and then click OK.

 Siebel Professional Services Automation Guide 
 Published: 18 April 2003