Setup the Relationship/Supervisors for Employees

14-Jul-2022 · Cath Fung

What is Supervisor?

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 ! 🎊

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