The user should do the following.
- User must enter period (.) in text field of Middle Name.
The user should do the following.
1. Go to Prime Module> Org Data > Manage > Employees
2. Click Assignment header to display Edit button.
3. Click Edit button.
4. Click Employment Status dropdown, select Inactive.
5. Enter End Date.
6. Click Save button.
a. Short ID - Department ID
b. Name - Department Name
c. Tick checkbox of Active
d. Select Type
f. Seq no - sequence no./numbering
g. Head - assign Department Head
h. Department Under - select where new department is under. This is to setup the organizational chart.4. Click Insert button. Read answer
There are two ways to setup Approver Matrix, via User Interface and Template Uploading. Most common used is through uploading.
Steps on how to fill out Approver Matrix template:
1. APPROVER_SEQNO - approver's sequence no.
a. 0 - for single approver
b. 1 - for first approver
c. 2 - for second approver
2. APPROVER_EMPID - enter employee's ID
3. APPROVER_ID - enter approver's ID
After filling out the template, user may upload it to Data Uploader. Path is Organizational Data > Buildup > Data Uploader.
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Steps on how to manually add Approver Matrix (via User Interface)
1. Go to Organizational Data > Setup > Approver Matrix
2. Click Add button.
3. Fill out data fields:
a. # - approver's sequence no.
i. 0 - for single approver
ii. 1 - for first approver
iii. 2 - for second approver
b. Employee - select employee's name
c. Approver - select employee's approver
d. OIC - leave blank
e. OIC Start - leave blank
f. OIC End - leave blank
4. Click Insert button.
Read answer