In iSolved, managers and supervisors can be assigned either at the employee level or at the organization level. Here are things to note:
- Employee-level manager and supervisor assignments are handled in Employee Management > Employee Maintenance > Job.
- If an employee's manager or supervisor changes, but their Job has not changed, then edit the current record.
- If an employee is changing positions, hit "Add New" to put the employee in their new Job and assign the new manager/supervisor.
- For an employee to be part of the manager or supervisor dropdown, they must be assigned to a Job that manages or supervises others. To do this navigate to Client Management > Job > Jobs
- To give managerial or supervisorial access to an existing job, click the pencil icon under the Action field and check off manages others or supervises others under Job Options. Anyone with this job title will become part of the supervisor and/or Manager dropdown for employees.
- If your Organization Table matches up to your manager/supervisor assignments, you can do mass assignments by going to Employee Management > Employee Maintenance > Organization Manager/Supervisor.
- Go to the employee who is the manager or supervisor.
- Click "Add New".
- Choose the organizational section the employee manages or supervises.
- Check off whether they should have manager or supervisor access.
- Any employee assigned to the organization field selected would automatically have that manager or supervisor
Please note that "manager" and "supervisor" settings in the Job and Organization Manager/Supervisor screens reference back to access and workflow roles that are set up at the company level.
There are many different options related to time and attendance, time off requests, information changes, I-9 verification, onboarding/offboarding and performance reviews that managers can have access to. If you are unsure of what access levels your managers and supervisors have for their employees, please contact firstname.lastname@example.org for information specific to your company.