This activity is used to assign members to supervisors of a team. Any person can be assigned to a supervisor of a team regardless of their company assignments.
The Supervisor’s Access Role will specify the member data the supervisor has access to. The supervisor’s access role is assigned towards each team member, so that a supervisor may have different access roles for different team members.
If the Direct Supervisor option is selected, the supervisor will be to whom the member directly reports and will be primarily responsible for the member. There can only be one direct supervisor assigned to a person at a given time. If Include Access to Subordinates option is selected, data access is granted also to persons who are subordinates of a team member.
The Supervisor in this Team field will automatically show as Yes if a member in a team is also a supervisor in the same team.
The Assignment Period is specified against each member per supervisor. By default, a supervisor will only see transactions registered during the assignment period of a member. To enable seeing transactions from a different period, you can:
Select Manual Entry Trans. From option and enter a date
in the Trans. From field. This date specifies from how far
back the supervisor can see transactions.
Select Manual Entry Trans.
To option and enter a date in the Trans. To field.
Supervisor will not be able to see transactions after this date.
Supervisor(s) has to be assigned to a team to be able to assign members.
Persons to be assigned as supervisors and members have to be registered in the system.
Supervisor’s access roles have to be defined in the Access Roles.
As a result of this activity, members will be assigned to supervisor(s) in a team.