Supervisor Assignment - Employee Section
The Supervisor Assignment button opens a screen where existing employee and organization unit assignments for a supervisor can be viewed or edited, and new employee and/or organization unit assignments can be added. Supervisors can view summary data information on the Home Page regarding their assigned employees.
There are three levels of supervisors: Approving, Editing, and Read-Only. The level assigned to a specific supervisor is determined by the Authorization Role Code assigned when adding the employee as a supervisor.
Approving Supervisor
- Approving supervisors have both editing and approving capabilities. The Supervisor may view, edit and approve a report for return to payroll. There may be multiple approving supervisors for any given employee. Approving supervisors are typically those individuals who "sign off" or approve Time Card reports.
- The approving supervisor has the ability to forward their reports to another supervisor with approving, editing or read-only capabilities. When an approving supervisor does forward a report with approval capabilities, that supervisor retains his or her approval capabilities.
- Approving supervisors and reports they approve are NOT represented with a symbol.
Editing Supervisor
- Editing supervisors have editing capabilities, but not approving capabilities. An employee may have multiple editing supervisors. Editing supervisors are typically a unit secretary or other individuals who update employee calendar and/or clocking information throughout the pay period, but do not approve the employee’s time.
- Editing supervisors have the ability to forward their reports to other supervisors with editing capabilities or as a read-only copy.
- Editing supervisors and the reports they can edit are represented with the Editor symbol.
Read Only Supervisor
- Read-only supervisors do not have approval or editing capabilities. These users may only view the report. Read-only supervisors are typically individuals who review reports, but have no need to make any edits to the information.
- Read-only supervisors have the ability to forward their reports to other supervisors with read-only capabilities.
- Read-only supervisors and reports they review are represented with the read-only symbol.
Note: Employees and/or Organization Units can also be viewed and assigned to supervisors through the Configuration section>Employee card>Supervisor Assignment screen.
Action Buttons
The following Action buttons are available in the left pane:
Add Employee Assignment
The Add Employee Assignments button opens a screen to search for and assign individual employees to this supervisor. This search can also be used to locate specific employees that should NOT be assigned to this supervisor (for example, another supervisor within an authorized organization unit) and Deny access.
Add Org(anization) Unit Assignment
The Add Org(anization) Unit Assignment button opens a screen to search for and assign all the employees within a specific organization unit to this supervisor.
Delete Selected
The Delete button is used to remove one or more records from a screen.
To delete a record, complete the following steps:
- Click on the selection box to the left of each record to be deleted.
A check mark is displayed
- Click the Delete button.
- If a single record is open, select the Delete button (there are no boxes to select the record).
- A message is displayed verifying the record should be deleted. Click on Yes to continue.