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Supervisors – Purpose and Features

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Global Level Supervisor vs Group Level Supervisor

The supervisor feature is created to provide specific users access to features and functions within Hour Timesheet. Supervisors have access to the following:

  • Review Timesheet – create, approve, edit and reject employee timesheet data
  • Run Reports – access to real-time reporting data
  • Receive Notifications – receive event-based and time-based email alerts

Assigning users to Supervisor Role

Global Level Supervisors – Users assigned the supervisor role will have access to the Timesheet Review menu once logged in. To assign a global level supervisor follow the steps below:

  1. Login to Hour Timesheet as Admin
  2. Navigate to Employee menu
  3. Click the Assign Roles link next to the supervisor’s name
  4. Select Supervisor from the drop down

Employee List Screenshot

 

Group Level Supervisors – to create a group level supervisor, follow steps 1-4 above then follow the additional steps below:

  1. Login to Hour Timesheet as Admin
  2. Navigate to Group menu
  3. If group already exists, select group from box, click Edit this Group, begin typing name of supervisor identified in steps 1-4 above in Select Supervisor box
  4. If group does not exist, click Create New Group and enter group details and user’s name in Select Supervisor box. Only users with assigned Supervisor roles will be available for selection. Groups may have multiple supervisors. NOTE: By default, Admins have access to Supervisor privileges.

Assigning supervisors to groups screenshoet

Timesheet Review Features for a Supervisor

Create, Approve or Reject an Employee Timesheet steps:

  1. Login to Hour Timesheet
  2. Navigate to Review Timesheet menu
    1. Click the View Details icon to edit an employee timesheet.
    2. Click the the Approve button to approve a timesheet for the period. This action will add a signature row to the timesheet along with a record in the audit trail. This action will also auto generate an email to the employee if notifications have been turned on in the Settings page.
    3. Click the the Unapprove button to remove a supervisor’s signature from a timesheet. This action will add a record in the audit trail as well as auto generate an email to the employee if notifications have been turned on in the Settings page.
    4. Click the Reject button to reject an employee’s timesheet for the period. This action will add a record in the audit trail as well as auto generate an email to the employee if notifications have been turned on in the Settings page.

Timesheet Review screenshot

Running Reports as a Supervisor

  1. Login to Hour Timesheet
  2. Navigate to Report menu
  3. Complete the report criteria from the drop-downs
  4. Name the report
  5. Click the Generate Report
  6. Your report will show Processing until which time report is available

Hour Timesheet Report Display Screenshot

 


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