Hierarchy

Hierarchy defines the relationship between a superior and the subordinates within your company. You can establish a hierarchy for different types of objects: Requests, Exception Notifications, Timesheet Verification, and Permissions. By establishing a hierarchy, superiors can view data for only the subordinates that were assigned to them by the administrator.

For example, if an employee submits a request to their supervisor, the supervisor authorizes the request and passes it to the payroll administrator for final approval. In TimeTrex, the supervisor for this employee is found in the hierarchy definition.

See the Basic Operation section for details on viewing, adding, editing and deleting.

 

Hierarchy Tab FIELD DESCRIPTION Objects Hierarchy Objects define which types of objects the hierarchy controls. FIELD DESCRIPTION Request When a subordinate submits a request, the superiors assigned to the hierarchy for requests will be able to authorize those requests. Permission When a superior is assigned to the Supervisor (Subordinates Only) Permission Groups, they will only be able to access subordinates defined in the same hierarchy. TimeSheet If timesheet verification is enabled in the Pay Period Schedule, this object type controls which superiors are able to verify their subordinates' timesheets. Exception When Exception Policies are configured to email superiors when an exception is triggered, the superior(s) at the bottom of the hierarchy (those with the highest level number) will receive the emailed notification. Expense When a subordinate submits an expense, the superiors assigned to the hierarchy for expenses will be able to authorize those expenses before they are reimbursed. Subordinates Defines the subordinate employees, who can only be assigned to a single hierarchy with the same objects at a time. Superiors Defines the superiors, who may be assigned to multiple hierarchies. Superiors at the top of the hierarchy (Level 1) are the final level to authorize requests, and the superiors at the bottom level are the first to authorize requests. Requests move up the hierarchy from the bottom to the top as they are authorized by each level. Superiors at the same level share responsibilities, and either superior can authorize requests. A higher level (lower number) superior can temporarily drop one or more levels to authorize a request on behalf of a lower level superior, in a situation where the lower level superior is away and unable to authorize requests at the time i.e.) a Level 2 Superior drops down to a level 3 and authorizes a request, thus skipping level 3, resulting in the request pending final authorization at level 1. a Level 1 Superior drops down to a level 3 and authorizes a request, thus skipping level 3 and level 2, resulting in the request being fully authorized immediately. To change your hierarchy level while viewing authorizations, perform a basic search selecting a lower hierarchy level (higher number). FIELD DESCRIPTION Level The level the specified Superior is assigned to. Superiors The names of the Superior(s) assigned to the Hierarchy. As needed, add or remove Superiors by clicking the plus and minus buttons on the far right.

However, you can create additional hierarchies to define the superior/subordinate relationship between supervisors or managers. While superiors can be assigned to multiple hierarchies, the subordinates are only assigned to a single hierarchy for one object.

For example, you setup hierarchies in the following manner:

Hierarchy Name: Sales Department

 

Hierarchy Name: Support Department

 

Hierarchy Name: Upper Management

 

Hierarchies work with Permission Groups to determine the overall level of functionality that the employee has within TimeTrex. So even though an employee is assigned to a hierarchy as a level 1 superior, if they are assigned to the Regular Employee permission group, they will not be able to authorize requests or even see any other employees. Essentially, the hierarchy will be ignored. If you wish to restrict the employees a superior can see, you must assign them to the Supervisor (Subordinates Only) permission group. If they are assigned to any permission group at a higher level, they will see all employees regardless of how the hierarchies are defined.