Before following the steps in this guide, it is important to check that the occupants of the employee's managing post are correct.
This issue may be caused by a reporting override that is still in place on the employee's record when it shouldn't be.
You should review the reporting overrides for the employee by running an export of data using the SelectHR Admin Tool.
Identify if the employee has a reporting override
In the Admin Tool, click Import/Export Data.
Click Create an export definition.
Click Select the data to export.
Change the database to SelectHR and log in.
Copy the below SQL:
Select Person.Snapshot.[Person Number], Person.Snapshot.[Formal Name] As [Employee Name], Snapshot1.[Formal Name] As [Assigned Manager Name], Employee.[Manager History].[Appointment Number], Employee.[Manager History].[Effective Date], Employee.[Manager History].[Ceased Date] From Person.Snapshot Inner Join Employee.[Manager History] On Person.Snapshot.[Manager Person Number] = Employee.[Manager History].[Manager Person Number] Inner Join Person.Snapshot Snapshot1 On Employee.[Manager History].[Manager Person Number] = Snapshot1.[Person Number] Order By Person.Snapshot.[Formal Name]
In the export query builder, click Options, Paste SQL from clipboard.
Click Data.
Check to see if the employee who shows incorrectly to the wrong manager is in the list.
If they are in the list, this means they have a reporting override in place which may need to be removed.
Remove the reporting overrides
In the Employees zone, click Employees, then click Career History.
Open the employee record.
Click All Appointments.
Open the oldest appointment record first, and then click on the Reporting Overrides tab.
Remove the reporting override if it is incorrect.
Repeat steps 4 - 6 for each Appointment record the employee has.
This should now allocate the manager based on the post to post relationship in their current career history record.
What if there are no reporting overrides?
This likely indicates that there is an issue with the data itself, which is causing the manager to not display as expected.
If the Managing Post is assigned to an employee where that employee has not yet started in the managing post based on their career history record, then they will not show as the manager of any posts they manage until that date.
For example, let's assume Post A manages Post B.
If the manager (John Doe) starts their role in Post A on 01/Jan/2024, they would not show as the manager of Post B until 01/Jan/2024.
This means that before 01/Jan/2024, any employees in Post B would not show as being managed by John Doe until that date. Once the effective date is reached, the system will automatically update to reflect the change in management that has now come into effect.