Keep in mind, you must have System Admin access to perform these steps:
Head to employees --> list view, search for the employee (top right of this page), then click their name. On the employee profile, change the Role field to Supervisor, and click the Save button at the top/bottom of the page.
Now that the employee has been made a Supervisor, you will need to assign their employees to them.
- Head back to employees --> list view, then click the role column header twice (This should bring all SysAdmins and Supervisors to the top of your list).
- Click "Assign Employees" icon for the Supervisor you wish to assign employees to, and a window will appear listing all of your employees.
- Put a check mark in the Supervisor box next to each one they are a supervisor for, then click the right arrow followed by the save button to assign them.
- It is advised that you use the Supervisor column rather than Main Supervisor. This is because you can have many 'supervisors' but only one 'main supervisor' if you assign multiple users as 'main supervisor' you may overwrite someone else's access.
When the supervisor signs in for the first time after their role has been changed, they may not be able to see their employees by default. In order to see employees, they will need to click the user bubble next to their name and select User Preferences, put a check mark in the box next to 'Hourly' and 'Salary' on that page, then click the Save button at the bottom.
If you have any other questions, please reach out to email@example.com!
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