Viewing an Employee's Reports-To Supervisor in the UGA Financial Management System

   Overview   

You can find who an employee's Reports-To Supervisor is using the query name "UGA_WF_EMPLOYEE_REPORTS_TO."

This article will walk you through the steps to view an employee's supervisor, also known as their HR Reports To Supervisor.  This is the supervisor that will approve certain transactions initiated by the employee as part of workflow in Financials.

1. Step 1

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First, log into the Financial Management System.

Click the Employee Self Service dropdown button to activate the menu.

2. Step 2

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Click the UGA Financials link.

3. Step 3

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Click the Query Viewer tile.

4. Step 4

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The Query Viewer opens so that you can search for the query you need.

In the Query Name search field, enter " UGA_WF_EMPLOYEE " to search for the query.

5. Step 5

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Click the Search button.

6. Step 6

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The Search Results are displayed, and the query is shown in the list.

Click the HTML option to see the report online.

7. Step 7

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The ID criteria needs the EmplID (the employee ID number) for the individual you are trying to find. If you do not know that number, you can look up the name.

Click the magnifying glass next to the ID field.

8. Step 8

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The Search dialog opens with the Basic Lookup. To search by name, you will need to use the Advanced Lookup.

9. Step 9

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The Advanced Lookup has three fields to use as criteria.

Enter all or the first part of the last name of the employee into the Name or Last Name field.  

Example shown here: " fraker " in the Name field.

10. Step 10

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Click the Look Up button.

11. Step 11

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The list is reduced to those that match the criteria you entered. Click the link of the appropriate employee.

Example shown here: Fraker,Sarah J  link.

12. Step 12

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The selection returns the Supv ID for the selected employee.

13. Step 13

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A line appears for the employee along with the name of their reports-to supervisor.

14. Step 14

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You can use the browser print features to print the report, if needed. You can also use hyperlinks on the page to download the data to an Excel Spreadsheet.

15. Step 15

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Click the Close Tab button when you have finished.

 
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Details

Article ID: 148936
Created
Sat 9/24/22 10:58 PM
Modified
Mon 4/1/24 1:47 PM