Summary:

This document provides instructions on how to setup a Status Monitor.

Identified Issues:

  • Viewing a different group of employees.

Steps to Add a New Status Monitor:

1. Navigate to System Setup > Status Monitor Setup.

2. Click

If you do not have access to Status Monitor Setup, please reach out to our Technical Support Team.

3. Type in the desired name under Name and Description.

4. Select ‘Yes’ to automatically filter employee list for each supervisor if supervisors only need to see their employees on the Status Monitor.  Set to No if it should display everyone or be defined by the filters section below.

5. Under Monitor Columns to Display, select and click the button next to each item you would like displayed.

After adding you will see each selection appear below. Click the to remove a line item or the to remove all items.

6. Under Monitor Filters, select the desired filter and move from right to left. We recommend only using one filter per monitor.

In the example below, the monitor will only show employees who report to Doris White and Stanley Smith.

7. Click when complete.

To open this information in a new window or to email, use the following link: How Do I Set Up A New Status Monitor?