User Guide

After setting up a new supervisor account, it is recommended to assign employees to the supervisor. If you chose
not customize the supervisors assigned employees, they will have access to all employees by default.
ASSIGNING EMPLOYEES TO A SUPERVISOR
Supervisors can be given restricted access to view and edit data for only those employees assigned directly to
them. They will also receive Home page and email alerts for only their assigned employees.
 Select Lists | Supervisors.
 Select the appropriate supervisor from the list.
 From the Edit a Supervisor page, select Assigned Employees.
 Select one of the available options:
 Select All Employees to assign all employees to
the supervisor.
 Select Selected Employees to assign specific
employees to the supervisor. Selecting this will
display additional options allowing you to assign
individual employees to the supervisor.
 The Unassigned Employees column displays a list
of available employees that are not currently
assigned to the supervisor.
 The Assigned Employees column displays a list of
employees that have been assigned to the supervisor.
 Select an employee(s) in the Unassigned Employees column, click > to move them to the Assigned
Employees column.
 Select an employee(s) in the Assigned Employees column, click < to move them to the Unassigned
Employees column.
 Click Select All to select all employees in the column.
 Click Select None to deselect the employees in a
column.
 Use the Filter by Department drop-down menu to
filter the Unassigned Employees column by
department assignment.
Note: Once you click Submit, you cannot change the username. To change the username, you must create a
new supervisor account and delete the old one.