Setup Reporting Structure

It's important that you establish existing reporting structures within your organization, as it enables your employees to manage attendance, request leaves, and submit expense reimbursements through TeamNest. It is advisable to define a Workflow that specifies the individuals authorized to approve or reject these requests. (Learn more about Workflows here).

The Reporting Structure helps determine this hierarchy within a workflow. Let’s look at an example to understand this better.

1. On TeamNest, you can create multiple Reporting Structures based on your organizational requirements.

   For example, if you need to set up a Reporting Structure specifically for Expense Reporting, follow the steps below:

   Navigate to Admin Section > Organization > Reporting Structure, and click on the Add Reporting Structure tab.

2.i.  Name the structure Expense Reporting and assign a priority value. The priority determines the display order of roles on the page, with 1 being the highest.
ii. Click Submit to create the reporting structure.

3. To assign the individual responsible for this role and add the list of employees reporting to them, click on the Reporting Role name.


4.  Now you can add the respective employees reporting the Reporting Role using the Add Employees tab.

5. Now Submit the form. You now have an Expense Reporting Head and his reporting structure.

Note: Later, you can create an Approval Workflow where Expense Approvals are routed to the concerned person by nominating the user role responsible for Expense Requests approval.

IMPORTANT:

Kindly note that to assign a team member reporting roles such as Accounts Head or Expense Head, ensure that the specific employee's Access Role is configured as "Supervisor" using the following path:

Navigate to Admin Section > Employee Grid > Access Role dropdown list. Then set the Access Role for the desired employee as "Supervisor".

Now the concerned Reporting Manager as per the set Reporting Structure can manage and approve requests from here.

To learn more about Access Roles and how to manage them for your organisation, please read Manage your organisation's Access Control