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Example of Setting up the Employee Hierarchy

This topic gives one example of setting up the employee hierarchy for approval of claims payments or reserves. You might use this feature differently, depending on your business model.

You have two employees Chacko and Chandra and you want to set up Chandra as the manager of Chacko using the positions Position1 and Position2. You must set up Position2 as the parent position of Parent1.

To set up the employee hierarchy

1. Navigate to the Administration - Group screen, then the Position view.
2. In the Parent Position field, set Position2 as the parent position of Position1.
3. Select the record for Position1 and enter Chacko in the Last Name field.
4. Select the record for Position2 and enter Chandra in the Last Name field.

   Now if Chacko is an adjuster, and he tries to open a reserve that is over his limit, it is sent for approval to Chandra.