Creating Person Relationships

You can create Person relationships within EmpowerID to model the hierarchy of your organizational structure and allow for automatic workflow routing to occur between an employee and that employee's manager when Manager is selected as a Person relationship and that option is enabled in a workflow. Person relationships can encompass the following models:

  • Manager
  • Assistant
  • Secretary
  • Peer
  • Dotted-line manager
  • Team member
  • Follows

This demonstrates how to create a Person Relationship by setting the manager for a person.

Person relationships are objects secured by EmpowerID workflows and operations. To manage Person relationships, you need the following delegations:
  • Initiator Access Level for the AddPersonRelationships workflow to request a new Person relationship be created
  • Initiator Access Level for the RemovePersonRelationships workflow to request a Person relationship be removed
  • Access Level assignment with the Add Relationships operation allowed for each Person object to add a new relationship without requiring approval
  • Access Level assignment with the Remove Relationships operation allowed for each Person object to remove an existing relationship without requiring approval

To create a Person Relationship

  1. From the Navigation Sidebar of the EmpowerID Web interface, navigate to the Person management page by expanding Identities and clicking People.
  2. From the People tab, search for the person for whom you want to create a Person Relationship and then click the EmpowerID Login link for that person.
  3. This opens the View page for the person. From this page, you can view and manage the person.
  4. From the View page, expand the Org Chart and Relationships accordion and click the Edit link in the Reports To pane.
  5. In the Search field that appears, type the name of the person who is to be the manager in the relationship and then click the tile for that person.
  6. Click the Save link.

To verify the person relationship in EmpowerID

  1. From the Navigation Sidebar, navigate to Change Manager by expanding System Logs and clicking Audit Log.
  2. From the Audit Log tab, type Add Person Relationships in the search field and press ENTER.
  3. You should see two records, one for each person affected by the change.

To verify the person relationship in Active Directory

  1. On a machine with the Active Directory Module for Windows PowerShell installed, run the following cmdlet, substituting the name of the direct reports (manager) with the person you selected:
  2. GET-ADUser -Identity "Charlie.Amado" -Properties directreports

    You should see the relationship you just created.