Questions related to managers viewing employee queues


Badge +4

Hi all,

 

We've been getting some questions from the business owners that we can't figure out.  Maybe you can?

 

Basically, we use the Get Least Work functionality to assign a task to users in a destination role based on who has the least amount of work.  Managers do NOT want to be included in that role because they don't want to be assigned these tasks, however they do want to be able to view their employees queues.  Is this possible, and if so how?

 

There are other reasons why they don't want to be included in the destination role.  Another reason is because we also have a process that assigns a task to everyone in a destination role, but only one slot exists so once someone picks up the task it is removed from everyone elses queue.  If we added managers to that destination role then:

a) they could see only those tasks that have not been picked up by an employee.

b) we have a stored proc that gets the managers and managers manager for each employee in the destination role.  If the first escalation is breached, then an email is sent to the first manager.  If the second escalation is breached it is sent to the managers manager.  The destination role needs to only be employees, not managers, because otherwise this stored proc will return the managers managers manager...which in some cases is the CEO himself!

 

Any ideas?  Long story short, we want managers to view employees worklist queues without being part of the destination role the employees are in.

 

Thanks!


2 replies

Userlevel 1
Badge +8

Hi Chris

 

The only solution I can think of here is to add the managers as administrators for the process, and then give them a filtered view of the worklist.

 

The managers will need to be process admins to be able to see any activities for that process. This is not ideal as it also means they can do things like use Goto activity and delete a workflow - but provided they are not given access to these tools (e.g. K2 workspace) this should be ok.

 

To give the managers a view of the workflow actvities you could use the Activity Instances Grid control (report), or use the Activty Instance Destination smartobject (on a list view for example). You can filter both to show only results for a specific workflow, but I'm not sure how you could only show only the managers individual reports.

 

One option might be to add a combo box to filter the worklist results. You could set the combo box data source to the AD Users GetUsers method passing in the manager's name in the Manager input field. This would return a list of their direct reports. You might then be able to filter the worklist on the selected value in this combo box.

Badge +10

There is a K2 api method that does this I believe. You just have to pass the line manager identity and it will bring back all worklist items assigned to his/her members of the team.

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