WFM UK: HR: Setting up Line Manager Holiday Notifications

Overview

When an employee is requesting a holiday, a notification email is sent to the line manager to approve the holiday. The purpose of this article is to guide through setting this up from the HR module on Workforce Management (WFM). 

Setting up Line Manager Notifications for an Employee

• Go to the HR module
• Select the employee from Employee List
• In the Employee Access drop-down menu, select Line Manager Notification

Fig.1 - Line Manager Notification

• Beside the Holidays heading, select the line manager’s name from the mangers drop-down list, and then tick the Confirm Notification box (Fig.2)
• Select Save

Fig.2 - Select the line manager’s name and confirm notification

As well as setting up the Line Manager Notification, employees also need to have the line manager selected in the Reports To field under their Assign Access Level page.

• Select the employee from Employee List
• In the Employee Access drop-down menu, select Assign Access Levels

Fig.3 – Assign Access Levels

• Select the line manager’s name to whom the employee Reports To
• Select Save

Fig.4 - Select the manager’s name from the Reports To drop-down list

It is also possible to use the Employees Batch Update functionality to update several employees’ line manager simultaneously.

• From the Employees drop-down menu, navigate to Employee Batch Update
• Select the Location and Division where the line manager needs batch updating
• From the Employee Attributes drop-down list, select Reports To
• Enter the manager’s name in the Reports To field
• Select Apply

Fig.5 – Batch updating the ‘Reports To’ field

To receive holiday notification emails, the line managers need to have their work email address set up.

• From the Employee List, select the line manager’s name 
• From the Employee Info drop-down menu, select Personal Details
• Enter the line manager’s work email address in the Work Email field
• Select Save

Fig.6 - Enter the line manager’s Work Email address