Reporting Manager Hierarchy

The Reporting Manager Hierarchy is a new way to segment your account. It allows you to organize your JM users into a tiered reporting structure and control the information chain within your account.

1. Who your users see when they log into JM is based on which Manager the Employees report to and their placement in the Hierarchy
2. What your users see when they log into JM is based on which Locations the Employees and Managers are Trained to work at or supervise and the users' Security Settings

These options determine what each employee can see and do within your JM account.

Tips:

• A user can be Assigned/Trained on a Location even if the Reporting Manager is not also Trained on that Location
• A user will only be able to communicate with Employee Messaging if they are assigned to the same location

Setting up Your Hierarchy

Manage Security Settings

Set up Managers

Set up Employees

Train on Locations

Manage Security Settings

1. Go to Employees > Manage Employees 
   
2. Click the edit pencil to update the employee's profile. 
   
3. Click on User Settings
   
4. Click on Portal Security 
   
5. Click All Access Report To options
6. Click Save
   
   

Set up the users that will function as Managers in the hierarchy

1. Log in to the JM web portal
2. Select Employees > Manage Employees
   
3. Click the Edit button next to the desired Employee
   
4. Set the User Type to Manager (User must be set to Manager to appear in Reporting Manager dropdown)
   
5. If the Manager should have access to ALL Employees and Locations within the account, navigate to the Employee's Security Settings and select the checkboxes for 
   1. Access to All Employees
   2. Access to All Locations
   3. Selecting these checkboxes will override the user's placement in the Hierarchy and allow them to see all of your Employees and Locations

Next, set up the Employees that will report to a Manager in the Hierarchy

1. Select Employees > Manage Employees
   
2. Click the Edit button next to the desired Employee
   
3. Set the User Type to Employee (set to Manager if Employees will also report to this user)
   
4. Select the Reporting Manager to whom this user will report
   

Click here for more information on setting up Employees or additional Security Settings

How does Hierarchy affect a user's view in JM?

JM Web Portal

• Under Employees > Manage Employees, users will be able to see themselves and any other Employees or Managers who report to them
  • This view is not altered by which Locations the Employees or Managers are trained on, only the Reporting Manager Hierarchy in the Employee settings
    
• When viewing reports on the web portal, the signed-in user's placement in the Hierarchy and Trained Locations will determine what information is visible

JM Connect

• Under the Employee Messages icon in JM Connect, the user signed in to JM Connect will only see other users that are Trained in the same locations
• They will also see other users that are above them in the Hierarchy or on the same level
• If the user signed into JM Connect is designated as a Manager, they will also see the users below them that report to them
  • Remember, this view is altered by which Locations the Employees and Managers are Trained in, so the Employee and the Manager must both be Trained on the Location in order to message each other on JM Connect
    
• Employee Managers in security settings will be able to add and edit schedules for Employees who report to them in the Hierarchy
  • (Employees will not be able to see or edit other Employees' schedules)

For more information, or to send in a request to the Janitorial Manager support department, use the red 'Help' button in the bottom right corner of any Help Desk article.