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Create Organizational Relationships

Owned by Phillip Hanegan
Feb 07, 2023
2 min read

You can create Person relationships within EmpowerID to model the hierarchy of your organizational structure. This allows for automatic workflow routing to occur between, for example, an employee and that employee's manager when Manager is selected as a relationship and that option is enabled in a workflow. Person relationships can encompass the following models:

  • Manager

  • Assistant

  • Secretary

  • Peer

  • Dotted-line manager

  • Team member

  • Follows

 

This topic demonstrates how to create a Person Relationship by setting the manager for a person.

Prerequisites

Person relationships are objects secured by EmpowerID workflows and operations. To manage Person relationships, you need the following delegations:

  • Initiator Access Level for the AddPersonRelationships workflow to request that a new Person relationship be created

  • Initiator Access Level for the RemovePersonRelationships workflow to request that a Person relationship be removed

  • Access Level assignment with the Add Relationships operation allowed for each Person object to add a new relationship without requiring approval

  • Access Level assignment with the Remove Relationships operation allowed for each Person object to remove an existing relationship without requiring approval

 

Create a Person Relationship

  1. Navigate to the View or View One page for the person to whom you want to create a Person Relationship. EmpowerID provides two main ways to do this. You can navigate to the page by searching for the person using the Global search bar at the top of the page (quickest), or you can navigate to the page by searching for the person using the Find Person page.



  2. On the View or View One page, expand the Org Chart and Relationships accordion and click the Edit link in the Reports To pane.

     

  3. In the Search field that appears, enter the name of the person who is to be the manager in the relationship and then click the tile for that person.

     

  4. Click the Save link.

     

Verify the person relationship in Active Directory

  1. On a machine with the Active Directory Module for Windows PowerShell installed, run the following cmdlet, substituting the name of the direct reports (manager) with the person you selected:

    GET-ADUser -Identity "Jorge.Posada" -Properties directreports

     

  2. You should see the relationship you just created.