If Person to Person Only is set up for the reporting line for your organisation, the manager is entered in the Reporting Override tab available in career history. This can be checked in the Configuration Options within the Admin tool.
Firstly, ensure that the correct manager is added in the Reporting Override tab against the employee in question.
If this is set up correctly, then the issue might be caused by the following.
Incorrect filter set up on the role assigned to the menu set the manager is using;
Incorrect role filter applied to the menu set on the user account, or on the process itself.
Check the role filter
To check the filter setup on the Role assigned to the manager, follow the below steps.
Within the Admin tool, go to the Security section and click User Accounts.
Double click the manager's user account. A User Properties window will be prompted.
Click the Menu Sets tab to expand it and make a note of the Role the manager has assigned to their menu set.
Click OK to close the window.
Within the Security section, click Roles.
Double click the role you noted at step 3.
Click the padlock to unlock the Role Properties.
In the Data filters tab, double click the one under Restricted types. In this instance, the filter is SelectHR\Person.Details. A new window named Object Selector opens.
Observe the Filter already assigned to this role. To test the filter to see what employees would the manager see in their menu set, click Edit Selected. Within the Data Filter Properties window, click Test and select the manager from the Evaluate the filter for drop down.
If the results returned are incorrect, test a different filter by repeating step 9.
When happy with the selection, click Close. Then click OK to save the changes in each window.
📌 Note: The change made here will impact all the managers who have the same role applied to their menu set.
Check the role applied to the user account
To check the results based on the User Account filter, follow the steps below.
Log in to the SelectHR Admin Tool.
Click User Accounts.
Type in the affected Users name and then use the drop down to select All Users.
Double click on the User Account to open it.
Expand Menu Sets.
Scroll down the list and look for the affected Manager Menu Set. Ensure the Role is correct and is not set to Unrestricted or another non manager Role.
Check the process is configured to use the role filter
To check that the user's role filter is being applied to the list, follow the steps below.
Log in to the SelectHR Admin Tool.
Click Menus.
Double click the Menu Set you wish to check.
Open the process inside the menu
Highlight the affected list. e.g Absence, Absence, Absence History, People (List)
Expand the Data settings tab using the button on the right hand side.
Make sure that the 'Apply the logged on user's role filter to the listing data' tickbox is ticked.
Click Apply if you make any changes.
If everything looks to be correct, please raise a new case online and reference the title of this article.