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Administering the Employee Hierarchy


When an adjuster clicks the Open Reserve button (in the Reserves view) and the Submit Payment button (in the Payments view), Siebel Insurance checks the reserve or payment limit for the coverage as well as for the total claim. If the limit is not enough, the adjuster's supervisor is prompted to approve the reserve or payment.

It is therefore necessary to set the employee hierarchy to determine the supervisor for each adjuster. You set the employee hierarchy in the Administration - Group screen, then the Position view. For more information, see Siebel Applications Administration Guide.

NOTE:  You must set the employee and supervisor as the primary for that position.

This task is a step in Process of Managing Claims.

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