Employee to Superviaor

When implementing or deploying AsureForce, there can be a need to set a number of employees to be Supervisors. The manual process of configuring Supervisors can be time-consuming and can become unwieldy when configuring a lot of Supervisors.

An automated process allows the system to assign default Supervisor settings to an employee already in the system. Setting the employee type to Supervisor and selecting "Save" initiates the process of assigning Supervisor settings.

1. Navigate to the Access tab on an employee’s profile.
2. Set the Employee Type to Supervisor and click Save. The system will apply the default Supervisor settings to the selected employee.

The default Supervisor settings include the following.

• Access Tab > General - set Employee Type = Supervisor
• Access Tab > Login section – set Allow Web Login = checked
• Access Tab > Login section – set default Login ID = Employee ID from the General tab.
• Access Tab > Login section – set default Password = “default”
• Access Tab > Login section - set Password Reset on Next Login = checked
• Access Tab > Email ID section - set Email Address to the “Email Address” on the Personnel tab. If there is no address on the Personnel tab, leave the field on the Access tab blank.
• Access Tab > Security section > click Select
  • Assignable Hierarchies tab - select ALL
  • Role - select “Default Supervisor”
  • Access > Level Access tab - set to All
  • Access > Level Access - check Limit Access to Direct Reports