Direct Report integration between HCM and CRM HelpDesk For HR: which is the setup to use if Direct Reports is set up in HCM as Access Type “By Part Posn Mgmt Supervisor”. (Doc ID 1949393.1)

Last updated on SEPTEMBER 01, 2016

Applies to:

PeopleSoft Enterprise CRM HelpDesk for HR - Version 9.2 and later
Information in this document applies to any platform.
***Checked for relevance on 29-05-2016***

Goal

Customer is setting up the Direct Report integration between HCM 9.2 and CRM 9.2.
In their HCM database, the Direct Reports has been setup by choosing Access Type equals to “By Part Posn Mgmt Supervisor”.

However, in the HRMS PeopleBook section that contains the instructions to setup the Direct Report integration with CRM HelpDesk for HR, it is stated that in order to setup the Direct Reports integration with CRM, Access Type should be "By Supervisor Id" in following HCM page:

Set Up HCM > Common Definitions > Direct Reports for Managers > Direct Reports Setup > Select Target Information

Customer would like to know if they should indeed use "By Supervisor Id" or if they should change Access Type to “By Part Posn Mgmt Supervisor” to reflect their Direct Report setup in HCM.
 

Solution

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