Systems Division Support

Purpose of this Article: This solution article provides step by step instructions on how to update Reports To information in SF People & Pay

Audience: SF People & Pay Position Management Users

Author: Alexis Cruz Eusebio

Version: 1.0

Last Update: 3/25/2024

Reports To information in Position Management of SF People & Pay shows direct supervisory relationships between positions. It is critical that departments maintain accurate Reports To information, as this data flows into various systems. See the image below for information on systems that utilize Reports To data.

Note that Reports To data does not drive SF People & Pay timesheet approvals. SF People & Pay timesheet approvals are dependent on the relationship between Rosters and Time Approvers.

How to update Reports To information in SF People & Pay 

Follow the steps below to update Reports To information in SF People & Pay.

Step 1. Click the Position Administration tile from your Workforce Administration homepage.

Step 2. Click the Create/Update Positions tile, which is intended for departments to create new positions or update the attributes of existing positions.

Step 3. Enter the Position Number of the position you wish to update.

Step 4. Select the position from the list of results. DO NOT add a row, as adding a row is intended only for the creation of a new position. 

Step 5. You have landed on the Position Details page, which lists a summary of changes in the selected position. Click the Add Row button to add a new effective date row to update the position's Reports To data.

Step 6. Verify the auto-populated Effective Date and adjust as necessary. You may add a future date if applicable, but never use a retroactive date. Reports To information updates in Job Data, and using a retroactive date will prevent the change from flowing into the employee's job record. Select 'RTC - Reports To Change' as your transaction's Reason Code, and click the Continue button to proceed.

Step 7. Enter the new Reports To information for the position and click the Next button to proceed. Continue to click the Next button to review all other information associated with the position.

Step 8. Click the Add Attachment button if you'd like to add an attachment to the transaction. Click the Next button to proceed.

Step 9. The Budget Incumbents page allows you to view the current incumbent on the position you are updating. Click the Next button to proceed.

Step 10. Review the position number under the Proposed Value column to verify that you've entered the new Reports To information accurately. Click the Submit button to finalize your transaction.

Step 11. The Position Confirmation page informs you that you've successfully updated the position.

You've reached the end of the process of updating Reports To information.

Questions?

Reach out to the SF People & Pay Support Team if you have questions about updating Reports To information in SF People & Pay.