Pre-requisites: n/a |
Topics Covered
Supervised Employees
Target Users
Supervisors
Required Permissions
n/a

Introduction
If you have the supervisor role, the Supervised Employees tab provides a list of each employee you supervise. Within this tab, you can view both open and closed bills of collections associated with these employees. Detailed tables display the information for each bill of collection.
Viewing Supervised Employees:
- Click on the Supervised Employees tab.
- Select Employee from the dropdown or menu.
- A list will appear, showing employees to whom you have been assigned as supervisor.
Adding a Supervisor to a Recipient Record:
- When creating a recipient record, locate the supervisor field.
- Add the user to the supervisor field.
- Once added, the recipient's record will appear in the supervisor's Supervised Employees Tab.
Viewing Supervised Employee Records:
- Click on the supervised employee's name or profile.
- Two sections will appear:
- Open Bill of Collections: Displays detailed information about records associated with the supervised employee that are currently open.
- Closed Bill of Collections: Displays detailed information about records associated with the supervised employee that are closed.
- Each section includes:
- Search Feature: Use this feature to find records based on specific information (e.g., record ID, date, status).
- Show Feature: Adjust this setting to increase the number of entries displayed per section.
Required Role(s) to view/edit this page: Supervisor / Section Head. The Supervised Employees tab may be empty if you are not designated as a Supervisor.
Related Articles
My Dashboard - Supervised Sections Tab
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