Supervisors are able to perform different administrative rights in ESS(employee self-service) based on their roles. You need to set up the Supervisor in the employees' Placement so that the right can be performed.
Supervisor Type
Description
Leave Approver
Approving Leave, Timesheet and Activity
Assistant
Help submit leave applications on behalf of you in ESS
Roster Manager
Assigning shifts to the Roster
Expense Approver
Reviewing Expense Claims
Expense Assistant
Help submit Expense Claim on behalf of you in ESS
Appraiser
Reviewing appraisals
Training Approver
Approving training application
Supervisor
View Group Calendar, Team Roster and Timesheet only
How to Setup the Relationship/Supervisors for Employees?
1. Manually By System
Go to Staff --> Placement --> Open the Placement --> Relationship --> Add New
Approval sequence is the approval order for the application, e.g: 1 for the first approver, 2 for the second approver and so on......
If there is only one approver for this placement, set 1 at the approval sequence for one approver
If there are two approvers for this placement, and the application can be approved by either of them, set 1 at the approval sequence for both approvers
If there are two approvers for this placement, and the application needs to be approved by two approvers with fixed order, set 1 at the approval sequence for the first approver, and 2 for the second approver.
2. Through Importing
Go to Staff -> Placement -> Export
Open the file -> Go to the sheet "Supervisor" -> Follow the format and fill in the information
Delete other excel sheets if you do not update other information
Columns "AssociateName" and "SupervisorName" can be deleted
The supervisor can be bulk deleted through importing by putting "Y" in the column "Delete"
Import the file by going to Placement
Tips:
Add one approver manually as a sample before exporting the template file, so you can follow the existing cell formats for importing!
More tips can take a look the page Tips for updating the data through Excel import
What's Next?
🎊 Staff can log in to ESS to submit/approve the application or assign shift ! 🎊