Designating Supervisors can be used as a security tool that will allow supervisors to only see those employees who have been assigned to him/her on their personnel profiles or employees who are assigned to the department the supervisor is restricted to. The configuration of supervisors can tie into User Access rights. If you choose to configure supervisors, and you begin assigning them on the employee profile screen, you must assign a supervisor to EVERY employee.
The supervisor would typically be able to view/edit any data pertaining to his/her employees i.e., reports etc.
▪Select the Config menu.
▪Select the Setup menu.
▪Select Supervisors Setup.
If you are using required fields on the new employee template it is suggested to make sure the Supervisor field is set as a required field.
Create new Supervisor
▪Click on the Plus icon on the toolbar.
A new line will be added to the bottom of the grid.
▪Enter up to a 10-character numeric code in the Supervisor column. Do not enter zero.
▪Enter up to a 25-character description of the area supervised.
▪Enter the supervisor's Last Name (up to 20 alpha characters).
▪Enter the supervisor's First Name (up to 15 alpha characters).
▪Add the supervisor's email address if applicable.
▪Add the supervisor's cell phone number if applicable.
▪Click Save to save your data.
Repeat this process to add additional supervisors.
Assigning Supervisors to Employees
When assigning a supervisor to an employee profile you will see only the supervisor number and the description you have entered, however, the last and first names of the supervisor will appear on printed reports.
There are two methods to assign supervisors:
Personnel – Shift and Schedule
You can assign supervisors to employees on the Personnel menu under the Shift and Schedule option.
Supervisor Setup Menu
Using the Supervisor Setup menu, under the Employees column, the number of employees assigned to this supervisor is visible.
▪Click on the supervisor line you would like to view.
▪Click on the number in the Employee(s) column.
A window will open listing all employees who are assigned to this supervisor. In this example the supervisor currently has 5 employees assigned.
▪Click in the employee name window to open the employee panel.
▪Click on the check box beside the name of the employee(s) who are to be assigned to this supervisor.
▪Click on the Plus icon to open the ADD option.
▪The Information pop-up will confirm the employee(s) being added.
▪Click Yes to save.
The Information window will refresh displaying the newly added employee(s).
The Employees column for this supervisor has increased from 5 to 6:
Key Information The configuration of supervisors can tie into User Access rights. If you choose to configure supervisors, and you begin assigning them on the employee profile screen, you must assign a supervisor to EVERY employee.
Deleting a supervisor is rarely done. In most cases you would modify an existing supervisor’s information.
Before deleting make sure that all employees assigned to this supervisor have been re-assigned. The system will alert you if there are still employees assigned.
▪Click on the supervisor’s line so it is highlighted.
▪Click on the X icon.
The first pop-up will warn that the history will be removed.
▪Click Yes to continue.
If there were employees assign to this supervisor, the system will warn you. In the image above we can see that this supervisor does have one employee assigned.
This employee should be re-assigned before deleting.
To cancel the delete function, click on the X.
Hover over the Employee number for this supervisor and expand the employee list.
Testguy, Mike should be re-assigned before deleting.
Once you have re-assigned the employee the employee will be reduced to zero and you may delete the supervisor.