Auto Forwarding Supervisor Assignments
Users who are Controllers are authorized to set up the auto-forwarding feature for their assigned supervisors.
Complete the following steps to temporarily transfer a supervisor authorization rights to another supervisor:
- From the Actions section>Employee card, select the Auto Forward Assignment icon.
- Select the Supervisor Forward button.
- A list of all supervisors assigned to the current controller is displayed.
- Click on the icon to the left of the supervisor record that is to be forwarded.
- Enter an
Effective and an Expiration date to indicate the time frame to forward authorization to another supervisor.The date the automatic forwarding expires.
The date this automatic forwarding to the indicated supervisor is to begin.
- Click the Next button in the Auto Forward Add section to continue.
- The Employee Search screen is displayed to search for a supervisor to forward the assignments. Enter the selection criteria and click on the Search button.
- A listing of all qualifying supervisors is displayed. Click on the icon to the left of the selected supervisor's name.
- The list of the current user's employees is displayed.
- To auto-forward all employees to the same supervisor, check the box on the top line. All employees are now selected.
- To auto-forward some employees to the selected supervisor, and others to another supervisor, check the box to the left of the names of the employees to forward to the indicated supervisor only.
- Once employee records are selected, click on the Forward Selected button.
- To auto-forward unselected employees to a different supervisor, repeat steps 7-10 above. The wizard will not finish until all employees have been forwarded.
- The employees are now temporarily assigned to the selected supervisor during the indicated Effective/Expiration date time frame.
Note: To cancel the auto forwarding feature, click the Disable Auto Forwarding button in the left pane. This button is only visible if there are employee records set up to be auto-forwarded. When selected, it will only cancel employee auto-forwarded records, not supervisor auto-forwarded records.
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Depending on the page displayed, the following fields may be available. Click on the link to navigate to the description. Effective Date Expiration Date |
Effective Date
The date this automatic forwarding to the indicated supervisor is to begin.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
Expiration Date
The date the automatic forwarding expires.
More About Date Value Fields
When a date field is highlighted, the Date Selector is displayed in the right pane to search for the date. Use the arrows in the heading bar to scroll to the Previous or Next month's calendar. Double-click on a date to enter it into the field. Alternatively, dates can be typed into the field.
