To set an employees supervisor level, follow the steps below:

1. Select Employee to apply supervisor level to in drop-down
2. Select the SUPERVISOR LEVEL ASSIGNMENT tab
3. Click
4. In the Supervisor Group field, select the appropriate supervisor level for the employee.
5. Add the effective date that the assignment should take hold.
6. Select the ‘View Limit Preference’ which determines who the employee is able to view

a. ‘Direct reports only’ allows the current user to see employees who are their direct reports

b. ‘Direct reports + 1 level down’ allows the current user to see employees who are their direct reports and one level below

c. The levels down options depend on your company setup on the Company Setup – Supervisor Level page

7. Select the ‘Alert Limit Preference’ which determines who the employee will receive alerts from – Same a, b, and c options from above
8. Click the button and continue to the next section to assign employees to be supervised

To update a Supervisor for multiple employees, follow the steps below:

In the below example, one supervisor will be replaced with a different supervisor.

1. Select the Function you wish to assign to the employee.
2. Select Replace in the Assignment Action – If not replacing a supervisor, select add.
3. Select the Current Supervisor to be replaced(Note: The employees in the Available Box will filter to show only those employees who are supervised by the supervisor being replaced.)  If Add was selected as the Assignment Action, this step will not be needed.
4. Select the New Supervisor to be assigned
5. Set the Effective Date for the change to take place or for the assignment to go into effect if Adding
6. Select the employees who should report to the supervisor and move them to the left by clicking the left arrow
7. Click and continue to final section to assign supervisor security permissions