Downline

Concept

The Downline page works with downline employee records in Self Service. It gives an employee or manager access to the personal workflow without needing the full back-office module.

Fields

FieldMeaning
EmployeeStaff member in the downline.
PositionCurrent role.
UnitDepartment or unit.
ManagerReporting manager.

HowTo

  1. Open Self Service and choose Downline from the Performance Mgt area.
  2. Use filters or search to find the relevant personal record.
  3. Open the record to review details, dates, amounts, balances, comments, or approval status.
  4. For editable workflows, choose New or Update, complete the required fields, and save.
  5. Confirm the request, profile, leave, appraisal, or compensation record shows the expected status.
Screenshot: Self Service Downline list and detail view