Staff assigned as a "Supervisor" can manage other staff and the clients associated with those staff. This article describes how to set up staff as a Supervisor, and what Supervisors can do.
The first step in using Supervisor Relationships is to turn on this feature. This is done on the Setup-Company Information tab:
Now go to the Setup-Staff tab and select staff that reports to a Supervisor. Go to the HR section and choose the Supervisor. This step sets up the Supervisor to Staff relationship.
Now go to the Staff-Access Levels section and give the Supervisor (John Wayne in our example) Full Access to Setup and any other screen for which you want the Supervisor to manage other staff.
That's all there is to the set up process.
With the Supervisor Relationship established, the Supervisor will be able to manage staff and clients, but will be limited to only those that are assigned. For example, John Wayne is a supervisor for Tom Hanks and Brad Pitt. John has been given Full Access to the Setup screen, so John is able to change staff settings for only Tom and Brad. Important note: Social Security numbers and a few other settings are not available to the Supervisor on the Setup screen.
When John goes to the HPC Locations tab, he will only see the HPC Locations that are associated with Tom and Brad. And he will see only the clients associated with those HPC Locations. Likewise for the Attendance Programs. The Supervisor is also able to "Approve" HPC timesheets.
When John goes to the Scheduler (with Full Access), he will be able to schedule events for only Tom and Brad (and himself, of course). If he is setting up an HPC Schedule, he will be able to select only HPC Locations associated with Tom and Brad.
On all screens (Billing excluded), Supervisors with Full Access will be able to manage the staff for which they are assigned. If there is an HPC Locations menu, then the Supervisors will see only those HPC Locations assigned to their staff. And they will only see clients that are associated with those HPC Locations. Likewise for Attendance Programs.
If there are no HPC Locations or Attendance Programs involved, then the client list will be those clients that are associated directly to the staff. A good example of this is the Goals Screen. John would see all the clients that are set up for Tom and Brad's caseloads (the staff-client relationship).