When a manager cannot see their team in SelectHR, this is often due to configuration issues with their user account, role assignments, or system filters. This guide outlines the key areas to check and steps to resolve the issue.
The most common causes include:
The manager's user account is linked to the wrong person record.
Their user role does not match the assigned menu Set.
The filter on the menu set process is not returning the expected results.
A reporting override is in place that affects visibility.
The manager does not manage anyone.
Follow the steps below to troubleshoot and resolve the issue, ensuring the manager regains access to their team listing.
Check the user account is bound to the correct person record
One potential cause of this issue, is that the incorrect person record is assigned to this person's user. For example, you have made this employee's original person record a leaver and created a new person record, but have not assigned that new person record to their current user.
Open the Admin Tool, then click User Accounts.
Select the appropriate User, then click Edit the selected user.
Next to Person, click Change.
Ensuring the filter is set to Current, double-click on the correct person record.
Click OK.
This should resolve the issue on the next sign-on of the affected manager.
Check the menu set on the user account has the correct role
Sometimes, a role that is not consistent with the nature of the menu set can be applied to a user by mistake. Commonly, we see the self service role assigned to manager menu sets, meaning that the user can't see anyone at all.
To check and resolve, please follow these steps:
In the Admin Tool, click User Accounts.
Change the User Filter to All Users.
Find the affected User in the list of Users and double click on their record to open it.
Expand Menu Sets.
Scroll down the list of Menu Sets, and ensure the Manager Menu Set they have been assigned has an appropriate Role (such as Manager or Direct Manager).
If they do not have an appropriate Role, single click on the Menu Set name.
On the right, click Change Role.
Select an appropriate Role (Manager, Direct Manager etc).
Click OK, OK.
Ask the affected user to log out and back in again, as they should now see their team.
Check that the filter on the menu set process returns results
In the Admin Tool, click Menus.
Double-click on the Menu Set used by the impacted employee.
On the left, single-click the zone the relevant process appears in (e.g. People).
On the right, double-click on the relevant process (e.g. Details).
If the process is locked, single-click the Padlock Icon to unlock it.
On the left, single-click on People (List).
On the right, expand Data.
To the right of the is in the following list, click Change.
Click Edit Selected.
Click Test.
To the right of the evaluate the filter for field, use the drop-down menu to find the impacted employee.
Check to see which data is returned.
If the results do not match your expectations, this suggests that the filter is not appropriate for the employee, and an alternative filter should be selected.
It is worth noting that if you change the filter, it would change the way this process works for all other employees at the same time, so you should not make any changes here unless you are absolutely sure of the impact it will have on users.
📌 Note: If no results are shown when testing the filter, it may be possible that the employee does not actually manage anyone. In this case, you will need to review your management setup.
Check for reporting overrides
If a manager cannot see an employee, it is possible that the missing employee has a manager override.
The easiest way to check is to run a data export.
In the Admin Tool, click Import/Export Data.
Click Create an export definition.
Click Select the data to export.
Change the database to SelectHR.
Log in.
Copy the below SQL:
Select Employee.[Manager History].[Manager Number] As [Reporting Override Numbe], Employee.[Manager History].[Effective Date], Employee.[Manager History].[Ceased Date], Employee.[Manager History].[Appointment Number], Employee.[Appointment History].[Start Date], Employee.[Appointment History].[End Date], Person.Details.[Formal Name] As [Employee Name], Details1.[Formal Name] As [Manager Override Name], Details2.[Formal Name] As [Supervisor Override Name] From Employee.[Manager History] Inner Join Employee.[Appointment History] On Employee.[Appointment History].[Appointment Number] = Employee.[Manager History].[Appointment Number] Inner Join Person.Details On Person.Details.[Person Number] = Employee.[Appointment History].[Person Number] Left Join Person.Details Details1 On Employee.[Manager History].[Manager Person Number] = Details1.[Person Number] Left Join Person.Details Details2 On Employee.[Manager History].[Supervisor Person Number] = Details2.[Person Number]
In the top left of the data export window, click Options, Paste SQL from clipboard.
Click Data.
You should now be able to see all overrides in the system. If there are 0 results, then there are no overrides.
If there are results, you should look for the employee, and then remove the overrides via the career history process in the Reporting Overrides tab for the employee record.