Supervisors – Purpose and Features

You are here:

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:

Login to Hour Timesheet as Admin

Navigate to Employee menu

Click the Assign Roles link next to the supervisor’s name

Select Supervisor from the drop down

assign supervisor role screenshot

 

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

Login to Hour Timesheet as Admin

Navigate to Group menu

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

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:

Login to Hour Timesheet

Navigate to Review Timesheet menu

Click the View Details icon to edit an employee timesheet.

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.

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.

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

Login to Hour Timesheet

Navigate to Report menu

Complete the report criteria from the drop-downs

Name the report

Click the Generate Report

Your report will show Processing until which time report is available

Hour Timesheet Report Display Screenshot

 


Return to main Knowledge Base

Table of Contents