Dynasty Options page (Managerial Dynasty)

On the Dynasty Options page, select whether you want to create separate Smart Groups for the direct reports of the top manager and sub-level managers, or add all direct reports of the top manager and sub-level managers as members of a single group. In any case, you must specify a top manager to work as the starting point for the Dynasty.

On the Dynasty Options page:

Use the Top Manager field to specify the top-level manager, and thus, the start location for the Dynasty.

Click the ellipsis button and use the Find Dialog Box to select a top manager.
Select an option from Dynasty Type to specify the type of managerial Dynasty you want to create.
- Managerial List
  
  Construct a managerial Dynasty structure by first creating a Smart Group containing all direct reports of the top-level manager as members, then creating separate Smart Groups for the direct reports (with their respective direct reports as members). This Dynasty structure continues till a Smart Group is created for all managers and sub-managers with their respective direct reports as members.
  
  Example:
  
  Take the following data set:
  - Paul is the top manager with three direct reports: Sam, Eric and Don.
  - Sam has two direct reports, Peter and Sean.
  - Eric has no direct report.
  - Don has three direct reports: Ashley, Jason and Tanya.
  - Jason has a direct report, April.
  Directory Manager would create a Dynasty with the following child groups:
  - Direct reports of Paul
    
    Members: Sam, Eric, Don
  - Direct reports of Sam
    
    Members: Peter, Sean
  - Direct reports of Don
    
    Members: Ashley, Jason, Tanya
  - Direct reports of Jason
    
    Members: April
- Flat Managerial List
  
  A flat managerial list is one in which all direct reports of the top manager and sub-level managers are added as members of a single group; no separate groups are created for different levels of managers.
  
  Referring the data set used for a Managerial List, a flat managerial list would consist of one Smart Group for Paul, with all users as members.
  
  On selecting this option button, some options on this page get disabled since they do not apply to a flat managerial list.
- Recursive Flat Managerial List
  
  Use a recursive flat managerial list to create a Smart Group for each manager and sub-manager. For members, each group would contain the respective manager’s direct reports, the direct reports of those direct reports, thus continuing till the nth level.
  
  Referring to the data set used for a Managerial List, the following child groups will be created:
  - Direct reports of Paul
    
    Members: Sam, Eric, Don, Peter, Sean, Ashley, Jason, Tanya, April
  - Direct reports of Sam
    
    Members: Peter, Sean
  - Direct reports of Don
    
    Members: Ashley, Jason, Tanya, April
  - Direct reports of Jason
    
    Members: April
  On the Query Designer page, you can also specify a criterion to filter the managers for whom you want to create child groups in the Dynasty.
Select the Include manager as member check box to include the manager as a member of their group along with their direct reports, while creating groups for the managerial structure. With this check box selected, the manager receives a copy of any email sent to the direct reports group.

By default, this check box is not selected, indicating that the manager of each level of direct reports is not included in their respective group.
Select the Set Manager as owner check box to set the top manager as the primary owner of the parent Dynasty.

On the Owners page of the wizard, the top manager would be displayed as the primary owner. If you change it, the new recipient would be the owner, even with the Set manager as owner check box selected.

In case the Dynasty is not a flat managerial Dynasty, the manager of each child Dynasty will be set as its respective owner.
For a hierarchical managerial Dynasty, by default, the Dynasty structure adds a sub-level manager’s Smart Groups in the membership of the top-level manager’s Smart Groups. Select the Exclude nested lists of direct reports check box to exclude them from the membership.
Specify a container for creating child groups. Options are:
- Create groups in same container as manager: to create groups in the container the top-level manager resides in.
- Create groups in this container: to specify a container or organizational unit for the child groups to be created in. Click Browse next to the Child Dynasty Container box to specify a container.
You can create a managerial Dynasty based on any attribute.

Use the Attributes area to set a custom attribute, such as the XAdditonalManager attribute, to create a managerial lineage in the context of this attribute.

By default, the ‘Manager’ attribute is selected to create a managerial lineage. This attribute involves the collaboration of two attributes: manager and direct reports, to create the Dynasty’s hierarchical structure.

Some examples of a managerial Dynasty with a different set of attributes are give below:
- To add another attribute, click Add and select the required attribute.
- To remove an attribute, select it and click Remove.
- To replace an attribute, select it and click Edit. Select another attribute as a replacement and click OK.
- Specify the ‘XadditionalManager’ attribute in addition to the ‘Manager’ attribute to create a managerial lineage
  
  Here ‘Manager’ is the primary attribute to create the managerial lineage.)
  
  You select a top manager to create the Dynasty. The managerial hierarchy for this manager in a provider (such as Active Directory) is as follows:
  
  Top manager: Alan
  
  Alan is the manager of John, Jane, and Josephine
  
  John is the manager of Mark and Martin
  
  Mark is the manager of Sophia and Martin is the manager of Sarah
  
  John is also the additional manager of Sophia and Sarah
  
  When the Dynasty is updated:
  - ‘TestManagerial1’ is the parent Dynasty with child Dynasties such as:
    - Direct reports of John
    - Direct reports of Mark
    - Direct reports of Martin
    - Direct reports of Sophia
      
      (This child Dynasty will be a part of the Direct reports of John and Direct reports of Mark, since John is the additional manager and Mark is the primary manager.)
    - Direct reports of Sarah
      
      (This child Dynasty will be a part of the Direct reports of Martin.)
  If no user is set as additional manager, no child Dynasty will be created with the additional manager attribute.
- Specify a single attribute, ‘XadditionalManager’
  
  Suppose the managerial hierarchy for the top manager in a provider (such as Active Directory) is as follows:
  
  Top manager: Alan
  
  Alan is the additional manager of John, Jane, and Josephine
  
  John is the additional manager of Mark and Martin
  
  Mark is the additional manager of Sophia and Martin is the additional manager of Sarah
  
  When the Dynasty is updated:
  - ‘TestManagerial1’ is the parent Dynasty with child Dynasties such as:
  - Direct reports of John
  - Direct reports of Mark
  - Direct reports of Martin
  When Alan is not the additional manager of any user, the parent Dynasty would be created without any child Dynasties.
- Specify a custom attribute, ‘customattribute1’
  
  Let’s take employeeID as the custom attribute. Data will be as:
  
  Top manager: Alan with EmployeeId 1
  
  John (EmpID: 2, CA: 1); Jane (EmpID: 3, CA: 1); Josephine (EmpID: 4, CA: 1)
  
  Mark (EmpID: 5, CA: 2); Martin (EmpID: 6, CA: 2)
  
  Sophia (EmpID: 7, CA: 5); Sarah (EmpID: 8, CA: 6)
  
  When the Dynasty is updated:
  - ‘TestManagerial1’ is the parent Dynasty with child Dynasties such as:
    - Direct reports of John (having Mark and Martin)
    - Direct reports of Mark (having Sophia)
    - Direct reports of Martin (having Sarah)
- Specify multiple attributes – ‘Manager’, ‘XadditionalManager’ and ‘customattribute1’
  
  Direct reports for users created with respect to additional manager and custom attribute 1 are added in their respective managers and additional managers according to the custom attribute 1 data.
Click Next.