Adding supervisors manually

2021-05-06Last updated

To help manage requests from your direct reports, you can manually add supervisors to the relevant identity profiles so that the supervisor approval workflow can be used.

Before you begin

Create your identities.

What you should know

This procedure is for Supervisors who have direct reports.
  • To manually add supervisors to identity profiles, you must be an account administrator.

Procedure

  1. From the homepage, click Organization > Identities .
  2. Search for or select an identity from the list.
    1. (Optional) Use the Active, Inactive, or All filters to narrow your search.
  3. Click the identity that you require.
  4. In the Supervisors section, click .
  5. Search for or select one or more users from the list that you want to add as supervisors and click Add to confirm your selection.
    Note: Adding multiple supervisors is useful when employees or supervisors work shifts or a rotating days system. In these situations it is common to have multiple supervisors for different employees on different days.
  6. (Optional) Click to remove any supervisors that are no longer required.
  7. Click Save to confirm your changes.
The supervisors that you selected have now been added to the supervisors list for this identity.

After you finish

View your direct reports.