Configuring Supervisors
You can perform the following tasks when configuring Supervisors:
Viewing a List of Supervisors
Use this procedure to view a list of configured Supervisors.
Step 1 Choose
Configure
>
Supervisors
.
The Configure Supervisors window appears with a list of configured Supervisors that shows their user IDs.
Step 2 To configure Supervisors, you can either:
-
Edit the list of primary and secondary reports for a Supervisor by clicking on the link for user ID.
-
To add a new Supervisor, click
Designate.
-
To delete a Supervisor, click
Undesignate.
Adding Supervisors
Use this procedure to add a new Supervisor.
Step 1 Enter the user ID of the user that you want to be a Supervisor or click the search icon to the right of the field and click
Find
to display a list of users.
Step 2 Click
Designate
to save your settings.
Editing Supervisors
Use this procedure to edit the configuration of an existing Supervisor.
Step 1 Choose the tab for
Primary reports
or
Secondary reports
.
Step 2 Click
Add Employee
.
Step 3 Enter the user ID of the user that you want to add or click the search icon to the right of the field and click
Find
to display a list of users.
Step 4 Click
Add Employee
to save your changes.
Step 5 Repeat Steps 3, 4, and 5 as many times as necessary to add all of reports that you want.
Step 6 If needed, change the display name or the user ID of the user that you want to be a Supervisor or click the search icon to the right of the field and click
Find
to display a list of users.
Step 7 Click
Designate
to save your settings.