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TOPIC: HRM - Org Chart

HRM - Org Chart #1113

  • HFBH
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Perhaps I am not understanding this functionality, but if you run HRM / Reports / Org Chart / Resources / Hierarchy, would it not provide a hierarchical graph of employees in the organization based on managers/subordinates? When I run this report I get a single box containing one specific blocked resource; have no idea why this user and this user alone shows up. Does anyone use, or can at least view, this type of chart within their Synergy? Or am I completely misunderstanding how this works? (We are ES integrated.)

Thanks much!

H
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HRM - Org Chart #1114

  • Dkloepfer
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This report should give you exactly what you are asking for. It does require that each Resource Card be set up with the Organization Section filled out properly. Especially Division, Cost Center, Manager and Assistant fields. You might try looking at Synergy document 00.759.687. The Exact On-Demand "Creating an Employee" session should also provide some value

Dave
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Dave Kloepfer
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HRM - Org Chart #1115

  • HFBH
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Thanks Dave for the reply. I did see that I had the incorrect cost center for everyone (we don't really utilize) so I changed, but this had no effect. I reviewed that document and video, but I can't quite see what I'm missing. I don't have Assistants assigned to anyone, but everyone has a division, cost center and manager.

I'll keep looking, there must be something I overlooked! Thank you!
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HRM - Org Chart #1120

  • Dkloepfer
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If you wish to do a quick gotomeeting and see some of the settings on my demo laptop, we could arrange some time for next week. My system is working properly. Just send me a message.
Dave
www.synergyexpert.com
Dave Kloepfer
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dkloepfer@synergyexpert.com
[url=http://www.synergyexpert.com:2v9xq3t1]Tips, Tools & Manuals[/url]
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HRM - Org Chart #1121

  • HFBH
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I think there is something far more sinister going on in our database that is causing our problems, because we also cannot change anyone's manager without receiving hierarchy errors. Exact has advised us to do a test upgrade to 9.5.100 (we have a test machine we can use) and see if the same thing still happens. We are not able to send them our database, and they cannot recreate the issue. :?
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HRM - Org Chart #1133

  • blukni
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Are you ensuring that the manager security level is higher than the subordinate?
John C. Williams

Synergy
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HRM - Org Chart #1159

  • HFBH
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Hi John - Yep, sure am. Exact support couldn't find anything wrong with what I was trying to do, so I think we're stumped and will have to try to upgrade.
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