Notifications - Explanation of the Role-based hierarchy

Updated 4 months ago by Leigh Hutchens

This article relates to Classic.

For each of the use cases these terms will be used:

  • manager roles - Section Manager, Local Manager, District Manager, Manager
  • valid manager - existing, active user, with one of manager roles.
  • valid manager from the manager group - only managers with same or higher system role than the applicant.

Who gets notified about new leave applications via Qmail and mobile push notification?

Staff creates leave application

If Reports to manager is set, and it is a valid manager, only that manager will be notified. If not,

The system checks if the user requesting the leave belongs to a section. If it belongs to a section, both a valid manager selected on the section AND all valid managers from the manager group on the section should be notified. If no valid managers exist on the section,

Valid manager selected on the applicant's home unit AND all valid managers from the manager group on applicant's home unit should be notified. If no valid managers exist on the unit,

Valid manager selected on the applicant's home district AND all valid managers from the manager group on applicant's district should be notified. If no valid managers exist on the district, no one will be notified and we don't allow creation of leave application in that case.

Section manager creates leave application

  • If Reports to manager is set, and it is a valid manager, only that manager will be notified. If not,
  • Valid manager selected on the applicant's home unit AND all valid managers from the manager group on applicant's home unit should be notified. If no valid managers exist on the unit,
  • Valid manager selected on the applicant's home district AND all valid managers from the manager group on applicant's home district should be notified. If no valid managers exist on the district, no one will be notified and we don't allow creation of leave application in that case.

Local manager creates leave application

  • If Reports to manager is set, and it is a valid manager, only that manager will be notified. If not,
  • Valid manager selected on the applicant's home unit AND all valid managers from the manager group on applicant's home unit should be notified. The applicant himself is not considered as valid manager for this use case. If no valid managers exist on the unit,
  • Valid manager selected on the applicant's home district AND all valid managers from the manager group on applicant's home district should be notified. If no valid managers exist on the district,
  • All valid managers with higher system role, belonging to the leave applicant's home unit should be notified. If no valid managers exist, no one will be notified and we don't allow creation of leave application in that case.

District manager creates leave application

  • If Reports to manager is set, and it is a valid manager, only that manager will be notified. If not,
  • Valid manager selected on the applicant's home unit AND all valid managers from the manager group on applicant's home unit should be notified. If no valid managers exist on the unit,
  • All valid managers with higher system role, belonging to the leave applicant's home unit should be notified. If no valid managers exist on the unit,
  • All valid managers with higher system role, belonging to the leave applicant's organization (customer) should be notified. If no valid managers exist, no one will be notified and we don't allow creation of leave application in that case.

Manager creates leave application

  • If Reports to manager is set, and it is a valid manager, only that manager will be notified. If not,
  • Valid manager selected on the applicant's home unit AND all valid managers from the manager group on applicant's home unit should be notified. If no valid managers exist on the unit,
  • Valid manager selected on the applicant's home district AND all valid managers from the manager group on applicant's home district should be notified. If no valid managers exist on the district,
  • All valid managers with same or higher system role, belonging to the leave applicant's home unit should be notified. If no valid managers exist on the unit,
  • All valid managers with same or higher system role, belonging to the leave applicant's organization (customer) should be notified. If no valid managers exist, no one will be notified and we don't allow creation of leave application in that case.

Who should be able to see (not necessarily get a notification) the pending leave application on the manager portal/dashboard and react on it:

This depends on the global setting "Show leave applications for all in admin portal".

If this setting is disabled, only managers that receive Qmail or push notification about leave application, should be able to see that pending leave application and react on it.

If this setting is enabled, managers that receive Qmail or push notification about leave application, should be able to see that pending leave application and react on it. Also all managers on the leave applicant's unit, which have higher system role than applicant.


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