User Guide

Aftersettingupanewsupervisoraccount,itisrecommendedtoassignemployeestothesupervisor.Ifyouchose
notcustomizethesupervisorsassignedemployees,theywillhaveaccesstoallemployeesbydefault.
ASSIGNINGEMPLOYEES TOASUPERVISOR
Supervisorscanbegivenrestrictedaccesstoviewandeditdataforonlythoseemployeesassigneddirectlyto
them.TheywillalsoreceiveHomepageandemailalertsforonlytheirassignedemployees.
SelectLists|Supervisors.
Selecttheappropriatesupervisorfromthelist.
FromtheEdit
aSupervisorpage,selectAssignedEmployees.
Selectoneoftheavailableoptions:
SelectAllEmployeestoassignallemployeesto
thesupervisor.
SelectSelectedEmployeestoassignspecific
employeestothesupervisor.Selectingthiswill
displayadditionaloptionsallowingyoutoassign
individualemployeestothesupervisor.
TheUnassignedEmployeescolumndisplaysalist
ofavailableemployeesthatarenotcurrently
assignedtothesupervisor.
TheAssignedEmployeescolumndisplaysalistof
employeesthathavebeenassignedtothesupervisor.
Selectanemployee(s)intheUnassignedEmployeescolumn,click>tomovethemto
theAssigned
Employeescolumn.
Selectanemployee(s)intheAssignedEmployeescolumn,click<tomovethemtotheUnassigned
Employeescolumn.
ClickSelectAlltoselectallemployeesinthecolumn.
ClickSelectNonetodeselecttheemployeesina
column.
UsetheFilterby
Departmentdrop‐downmenuto
filtertheUnassignedEmployeescolumnby
departmentassignment.
Note:OnceyouclickSubmit,youcannotchangetheusername.Tochangetheusername,youmustcreatea
newsupervisoraccountanddeletetheoldone.