Question:

How can User Permissions be configured to allow an Employee to view their own Expense Claims, as well as those of the employees they manage?

Answer:

Within the Employee master, you have the ability to specify to whom each Employee reports. This hierarchy of reporting relationships is established based on the defined “Reports To” field.

Additionally, when a User is associated with an Employee, it generates a User Permission arrangement as follows: According to this User Permission setup, an Employee is granted access to review their own documents created in the HR module, as well as documents created for employees who report to them.

With this configuration, if an Expense Claim is initiated by a User who reports to Kenneth, Kenneth will also have access to view that Expense Claim.

It is important to ensure that the Employee ID of senior employees is updated in the “Reports To” field for the employees who report to them. Following this update, the manager should be able to review Expense Claims and other documents (such as Leave Applications, Appraisals, etc.) submitted by their subordinates.