SUPERVISORS

 

 

 

 

DESCRIPTION:  Supervisors allows you to select the primary and secondary employees for each supervisor.  Each employee can only have one primary supervisor but many secondary supervisors.  A supervisor can only be a primary or a secondary for any employee but not both.

 

 

 

To access:  Click on the Payroll module    then click the Supervisors menu item.   

 

The following window will appear:

 

 

 

Please see the following topic for help on setting up filters  in the grid:  Exploring Grid Filters

 

At the top of the window is the list of all the supervisors.  An employee can be specified as a supervisor by setting the supervisor flag in the Employee menu item.  The bottom lists all employees.  This list can be filtered  if you need to.  For instance, you can filter the list to show only Active employees.

 

To set the selected supervisor as Primary for any employee, check the box in the Primary column.  Likewise, to set the supervisor as Secondary, check the box in the Secondary column.  You can change supervisors, but make sure you click on the Save button after updating the employees for the current supervisor. 

 

In the Employee section, the background may change colors to indicate a warning or an error for an employee.  The Message column will show the reason why the employee may have an issue.  For example, if you see the error message Multiple supervisor records found, then to clear that error un-check the Secondary box and then re-check it. 

 

Click on the Save button when you are finished.

 

Click on the Close button or the X in the upper right corner of the window to close the window.