Cross reporting or dotted line managers can be assigned to a Team Member and they can perform some of the tasks of a full manager. Cross reporting managers are added to the Cross Reporting Related List on the Team Member record.
Cross reporting managers are assigned a Type, enabling you to control the types of information visible to the cross reporting manager. The different types exist to enable you to customize cross reporting manager access to your organization's needs, and process visibility settings on the HCM package configuration page control which cross reporting manager types can access which process in WX. The names of the cross reporting manager types reflect typical cross reporting manager roles. If you organization has cross reporting managers, you can use one or more of the types as you choose, and grant access to processes whichever way makes most sense to your organization.
You can set up a cross reporting relationship from the cross reporting manager's Team Member record, or from the cross reporting Team Member's record, depending on which related lists are available in the page layout.
To set up cross reporting from the cross reporting manager's record:
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Search for the manager who will be the cross reporting manager and view their Team Member Detail page.
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In the Management (Cross Reporting) Related List, select New:
Sage People displays the New Management dialog:
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Complete the fields as follows:
Field Description Cross Reporting Team Member The name of the Team Member who cross reports to this manager. Use Cross Reporting Team Member Lookup if you need to. Type Picklist. Each Type can be given different access to HR processes, controlled by visibility switches on the Sage People HCM Configure page.
For example:
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Manager can have access to all available processes.
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Supervisor can have access to Absence and Vacation reporting, but not Performance Reviews.
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Mentor can have access to Skills, Competencies, and Development Needs.
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Project Manager can have access to Timesheets, and Work History/Experience.
Select the Type appropriate to this cross reporting manager.
Access Level Picklist. Defines the type of access the cross reporting manager will have to the Team Member's records.
Select Read or Edit.
Cross Reporting Manager The manager to whom this Team Member cross reports. Automatically completed by Sage People when you enter this page from the cross reporting manager's Team Member detail page. -
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Select Save to save the record and display the Management Detail page, or select Save & New to add more cross reporting Team Members to this manager.
To set up cross reporting from the cross reporting Team Member's record:
-
Search for the Team Member to whom you are adding a cross reporting manager and view their Team Member Detail page.
-
In the Management (Team Member) Related List, select New:
Sage People displays the New Management dialog:
-
Complete the fields as follows:
Field Description Cross Reporting Team Member The name cross reporting Team Member. Automatically completed by Sage People when you enter this page from the Team Member's detail page. Type Picklist. Each Type can be given different access to HR processes, controlled by visibility switches on the Sage People HCM Configure page.
For example:
-
Manager can have access to all available processes.
-
Supervisor can have access to Absence and Vacation reporting, but not Performance Reviews.
-
Mentor can have access to Skills, Competencies, and Development Needs.
-
Project Manager can have access to Timesheets, and Work History/Experience.
Select the Type appropriate to this cross reporting manager.
Access Level Picklist. Defines the type of access the cross reporting manager will have to the Team Member's records.
Select Read or Edit.
Cross Reporting Manager The manager to whom this Team Member cross reports. Use Cross Reporting Manager Lookup if you need to. -
-
Select Save to save the record and return to the Team Member detail page, or select Save & New to add more cross reporting managers to this Team Member.