Hi,
In our organisation we have a structure akin to:
3 teams, each led by a Team Leader, who all report to the single Group Manager who in turn reports to the CEO.
i.e.
Staff (60 people across 3 teams) => Team Lead (3 teams) => Group Manager (2) => CEO (1)
The reporting lines are setup OK - so for example:
Geoff (Staff), Reports to Dave (Team Lead), Reports to Jim (Group Manager), Reports to Frank (CEO)
and
Bob (Staff) Reports to Mike (Team Lead), Reports to Fred (Group Manager), Reports to Frank (CEO)
etc.....
We require:
a) Each Team Lead to be able to see the progress of ONLY their direct reports (Done)
b) The Group Managers to be able to see ONLY their Team Leads (i.e. direct reports), AND all of each Team Lead's direct reports.
c) All the above are in ONE organisation and this cannot be changed.
d) The Positions/Job titles must match an external system and cannot be changed.
We tried using the Totara functionality for hierachy with positions in addition to reporting lines in Totara, but as there is not a 1:1 between Staff and the Team Lead positions, this won't work.
It would appear the issue is that we have multiple people with the same Position/Job Title in different tiers of the organisation.
Would anyone have any suggestions as to how we can achieve this?
We have had a look at the data model and can write our own SQL to retrieve this - but is there a way we can use this SQL in configuration for the reports, and/or modify the existing SQL used by Totara for the reports?
Cheers,
Chris.