Understanding Accessing Direct Line Report Information on the Dashboard Pagelets
The Manager Dashboard and Talent Summary dashboards enables managers to view HCM data about each of their direct reports. A manager’s direct and indirect reports are determined by the access type configured in the Direct Reports API. The Direct Reports API is a common HCM data service that obtains a list of employees (including contingent workers and persons of interest) who report to a specific employee job or position number. This data service determines a manager’s row-level security to individual employees and validates that the user has security access to the employee.
Direct Reports UI access types are used for determining who reports to whom. The access type defines the reporting relationship between the user and employees reporting to that user. The system confirms direct reports and security access.
There are seven different access types available:
|
Access Type |
Definition |
|---|---|
|
By Department Manager ID |
Defines the reporting relationship based on information in the Manager ID field on the Department Profile page (DEPARTMENT_TBL_GBL). |
|
By Dept Security Tree |
Determines person data access using information from the security tree. |
|
By Group ID |
Determines data access using the group ID set up in the group build feature. |
|
By Part Posn Mgmt Dept Mgr ID |
Defines the reporting relationship by the Reports To field on the Work Location page (JOB_DATA1) and the information in the Manager ID field on the Department Profile page. This is designed for the organizations that use partial position management. The system searches for reporting relationship based on the Reports To field first, and then department Manager ID field. |
|
By Part Posn Mgmt Supervisor |
Defines the reporting relationship by both the Reports To and the Supervisor ID fields on the Work Location page. This is designed for the organizations that use partial position management. The system searches for reporting relationship based on Reports To field first, and then the Supervisor ID field. |
|
By Reports To Position |
Defines the reporting relationship based on information in the Reports To field on the Work Location page. |
|
By Supervisor ID |
Defines the reporting relationship based on information in the Supervisor ID field on the Work Location page. |
See Configuring Direct Reports Functionality.
See Setting Up Access to Direct Reports Data.
For more information about security logic for the HCM Direct Reports API, see PeopleTools: Portal Technology, “Developing and Configuring Related Content Services”.