Configuring supervisory organization managers manually

A supervisory organization is a hierarchical structure you can use to order employees and contingent workers based on their reporting and managerial relationships. Supervisory organization managers are hiring managers and company employees who manage contingent workers, also known as non-employees.

Supervisory organization managers belong to the organization hierarchically superior to the one they manage. Managers don’t belong to the supervisory organization they manage.

When the client’s human resources system (HRS) is integrated with Professional, hiring managers are set up when the systems are integrated. So, as a Beeline Professional administrator, you don’t need to set up supervisory organization managers as a separate task. Any changes made to the organization structures in the HRS are reflected in the Professional tenant site.

You can manually configure supervisory organization managers with the Import Data tool when the client’s HRS isn’t integrated with Professional.

Before you begin

  • You must have administrator access to the tenant site you’re setting up.

  • Configure supervisory organizations before configuring supervisory organization manager accounts. For more information, see Building organizations.

  • If no HRS is integrated with Professional, import hiring manager accounts to Professional before configuring supervisory organization manager accounts. For more information, see Configuring hiring manager accounts manually.

  • Identify which hiring manager accounts must be configured as supervisory organization managers for each organization in your site.

  • Check that the hiring manager accounts you’re configuring don’t belong to the supervisory organization they are expected to manage. Hiring managers must belong to the organization hierarchically superior to the one they manage.

Steps

To configure organization managers manually, complete these steps from any supported browser.

  1. Log in to the Professional site you’re setting up.

  2. From the left navigation, go to Home and select Import Data.

  3. Create a template that you can use with the Import Data tool:

    1. From the Data object field, select Organization.

    2. To download a template, select Import Templates  Select a template, select the template for mapping supervisory organizations to managers and select Download.

    3. Open the template file in Microsoft Excel ©. These columns are required for the template:

      • Organization Reference Id. Enter the supervisory organization ID of the organization that the hiring manager is expected to manage.

      • Organization Manager. Enter the Reference ID of the employee that you want to configure as an organization manager. Ensure that the number format for the cell is set to text.

    4. To populate the template, add each supervisory organization manager as a separate entry; for example, one row for each manager you want to configure.

    5. Save the populated template with a different file name.

  4. Go to the Import Data form and in the Note field, enter a description to help you find your import faster in the import monitoring logs.

  5. Select Continue and upload the populated user template.

  6. Follow the instructions in the Bulk add ORGANIZATIONS page to confirm the column headers row and mapping of the fields.

  7. Optional: To review potential errors, turn on the Only show rows with problems toggle in the review section. If errors exist, you can hover over each error to view advice on resolving it. After you resolve the errors, select Continue.

After you submit the template, a message confirms you’ve submitted it successfully. The message doesn’t mean the data was successfully loaded in Professional. Select Settings  Monitoring  Import Logs to determine whether your import was processed successfully.

For more information, see Checking the status of an import process. If the import process fails, make corrections to the template and try again.