Chapter 3

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Chapter 3 · 3 of 9 in the series

Work information

Work information: where Layla sits, who she answers to, and who approves what.

01Lesson notes

Step by step#

  1. Employees › Layla Haddad › Work Info

    • Actions — Transfers, pay, letters.
    • Her role — In one line.
    • Reporting line — Manager, Layla, team.
    • Right to work — Visa and work permit.
    • Commute — Home to office.
  2. Employees › Layla Haddad › Work Info

    • Title and position — What she does.
    • Department — Operations.
    • Manager — Amara, in Toronto.
    • Work location — The Dubai hub.
    • Employment type — The legal relationship.
  3. Employees › Layla Haddad › Work Info

    • Work email — From the hire.
    • Work mobile — From the hire.
    • Work phone — Empty.
  4. Employees › Layla Haddad › Work Info

    • Work phone — Typed in place.
  5. Employees › Layla Haddad › Work Info

    • Work phone — On the record.
  6. Employees › Layla Haddad › Work Info

    • Expense approver — Her manager.
    • Coach — Her manager, by default.
    • HR responsible — Nobody.
    • Time off approver — Nobody.
    • Attendance manager — Nobody.
  7. Employees › Layla Haddad › Work Info

    • Time off approver — Opened.
    • People with a login — Name and email.
  8. Employees › Layla Haddad › Work Info

    • Time off approver — Searching.
    • Amara Okafor — One match.
  9. Employees › Layla Haddad › Work Info

    • Time off approver — Her manager.
  10. Employees › Layla Haddad › Work Info

    • HR responsible — Mariam.
  11. Employees › Layla Haddad › Work Info

    • Attendance manager — Mariam, in Dubai.
  12. Employees › Layla Haddad › Work Info

    • Coach — Karim.
    • HR responsible — Changed.
    • Time off approver — Changed.
    • Attendance manager — Changed.
  13. Employees › Layla Haddad › Work Info

    • Time off approver — Amara.
    • Attendance manager — Mariam.
    • HR responsible — Mariam.
    • Coach — Karim.
    • Expense approver — Amara.
  14. Employees › Layla Haddad › Work Info

    • Hired through — Her application.
    • Candidate profile — Her candidate record.
    • Source — The careers page.
  15. Employees › Layla Haddad › Work Info

    • Team — Everyone else in Operations.
Transcript

Who signs?

Leila Mansour: Layla wants two days off in June. Her request would go to nobody.

Mariam Saleh: Then that's this morning — time off, attendance, a coach, and a desk phone.

Lina: Layla's third week. The work tab is where the company writes down who she works with, and who signs for what.

Lina: Work information: where Layla sits, who she answers to, and who approves what.

The work tab

Lina: The work tab opens with a row of actions — transfers, pay changes, letters — that later chapters use.

Lina: Then her role in one line: title, department, office, and how long she's been here.

Lina: Her reporting line, drawn: her manager, Layla, and her team.

Lina: Her right to work: visa and work permit numbers, and the days left on the visa — the file, in chapter six, keeps the documents behind them.

David: And the commute — is that the distance from chapter two?

Lina: The same one: her home's point to her office's, with a rough journey time.

Two lines to the top

Lina: That reporting line runs all the way up: Layla, Amara, Operations, the chief executive.

David: And Mariam, in the same office?

Lina: A different line: Mariam reports to Leila, and Leila to Elena, in People.

David: So they share an office, and not a manager.

Lina: And the line only says who Layla answers to — not who signs her leave, or who manages her attendance.

Lina: Those are separate fields, further down this tab.

Work information

Lina: Below, the fields behind it: her title and position,

Lina: her department,

Lina: her manager,

Lina: and her office.

David: Employment type says 'employee'. Didn't we set full-time last week?

Lina: That was employee type — the company's own list. This is the legal relationship: employee, contractor, intern. Two questions, two fields.

Work contact

Lina: Work contact: her email and her mobile came with the hire,

Lina: but there's no desk line yet.

A desk line

Lina: Mariam clicks the field and types the Dubai office number,

Saved

Lina: and saves it — one field, no form.

Who signs for what

Lina: Now the approvers. Her expenses already go to Amara, her manager — the hire set that.

Lina: Her coach defaulted to Amara too.

Lina: But nobody owns her record in HR,

Lina: nobody approves her time off,

Lina: and nobody manages her attendance.

David: So a leave request in June would go…

Lina: Nowhere. It would sit, waiting for an approver who doesn't exist.

Five jobs

Lina: Five fields, and each one is a different job.

Lina: The expense approver signs her claims — Amara, already.

Lina: The time off approver decides her days away.

Lina: The attendance manager looks after her check-ins and her hours.

David: And HR responsible?

Lina: Owns the record itself: its changes and its reviews.

Lina: Last, the coach, for her questions.

David: And three of the five have no name against them.

Pick a person

Lina: Mariam opens time off. The list is everyone at the company with a login.

David: Only people with a login?

Lina: An approver has to be able to open the request and answer it. Someone without a login never could.

Type a name

Lina: She types a name,

Time off: Amara

Lina: and time off goes to Amara, in Toronto.

David: Why not someone in Dubai, in her own time zone?

Lina: Because leave is a question of workload, and Amara plans the team's. Attendance is different — that's checked where she sits.

HR responsible

Lina: HR responsible: Mariam herself,

Attendance

David: And attendance: Mariam again, in the same office as Layla.

A coach

Lina: And the coach becomes Karim, a customer success manager who has done Layla's job.

David: Is a coach an approver?

Lina: No. A coach signs nothing — it's who she goes to with questions. It sits here so everyone around her is in one place.

Lina: Four fields changed, each marked, none saved yet.

Five of five

Lina: Save, and all five are filled. From now on her time off goes straight to Amara,

Lina: and her attendance to Mariam.

Who signs for what

Lina: Put together: everything Layla asks for now has somewhere to go.

Lina: Time off and expense claims go to Amara,

Lina: her check-ins and her record to Mariam,

Lina: and her questions to Karim.

David: And when Amara is on leave herself?

Lina: Then HR changes one field on this tab, and the next request goes to whoever it names.

Where she came from

Lina: At the bottom, where she came from: the application she was hired through,

Lina: her candidate profile,

Lina: and the source.

David: Why keep that on the employee?

Lina: Because a year from now someone will ask which channel found the good hires — and the answer is on each record.

Her team

Lina: And on the right, her team: the other people in Operations, in Toronto and London.

Two offices, one team

Lina: Her team, on a map: Layla and Mariam in Dubai,

Lina: Amara and Karim in Toronto, eight hours behind — every time-off request crosses that gap,

Lina: and Operations is run from London.

David: Doesn't the time difference slow things down?

Lina: A request waits for its approver's morning, not for a phone call. The record carries it across.

Where she fits

David: Work information looks like plain admin.

Lina: Until something needs a signature. Who approves her leave, her expenses, her attendance — it's all decided here.

Lina: Get it wrong, and her requests wait for someone who never sees them.

Lina: Get it right, and every request finds the right person on its own.

David: So this tab quietly runs the rest of the system.

Signed for

Amara Okafor: I see I'm Layla's time-off approver now.

Mariam Saleh: And I've got her attendance. Karim's her coach.

Lina: Next: contract and pay — what Layla signed, and how she's paid.

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