{"id":764,"date":"2021-03-04T22:13:40","date_gmt":"2021-03-04T22:13:40","guid":{"rendered":"https:\/\/help.insperity.com\/bps\/?post_type=ht_kb&#038;p=764"},"modified":"2025-05-28T18:34:53","modified_gmt":"2025-05-28T18:34:53","slug":"supervisor-assignments","status":"publish","type":"ht_kb","link":"https:\/\/help.insperity.com\/bps\/knowledge-base\/supervisor-assignments\/","title":{"rendered":"Supervisor assignments"},"content":{"rendered":"\n<p>Below, you will find instructions for a number of supervisor assignment functions.<\/p>\n\n\n\n<p><strong><u>Please note that if you are a\u00a0Insperity\u00ae\u00a0<strong>HR<\/strong>360\u00a0client, the primary supervisor updates will need to be made in Insperity Premier, via Manage Employees &gt; Overview &gt; Employees. Select the employee name, then Job Information &gt; Position to make the desired change.<\/u><\/strong>\u00a0Please contact your Payroll Specialist if you have any questions about how to make this update.<\/p>\n\n\n\n<p>Secondary supervisor assignments and non-HR360 assignments can be made directly in Time &amp; Attendance as follows.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How do I promote an employee to a supervisor?<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Assign New Security Permissions<\/h3>\n\n\n\n<p>Navigate to <strong>Security Setup&gt;User Security<\/strong><\/p>\n\n\n\n<p>Select the new supervisor\u2019s username in the <strong>Select User Dropdown<\/strong><\/p>\n\n\n\n<p>Scroll down on the page to the <strong>Group Membership<\/strong> section<\/p>\n\n\n\n<p>The Security Group in the \u2018Group Membership\u2019 section will generally be an Employee Level<\/p>\n\n\n\n<p>Remove the <strong>Employee Group Membership<\/strong> and replace with a <strong>Manager or Supervisor Group Membership<\/strong><\/p>\n\n\n\n<p>Click <strong>Save<\/strong><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Add Employees to the New Supervisor<\/h3>\n\n\n\n<p>Navigate to&nbsp;<strong>Global Update&gt;Employee Update<\/strong><\/p>\n\n\n\n<p>In \u2018<strong>Select a Function<\/strong>:\u2019 dropdown choose Supervisor<\/p>\n\n\n\n<p><strong>Assignment Action<\/strong>:&nbsp; Add<\/p>\n\n\n\n<p><strong>New Supervisor<\/strong>: Choose the name of the promoted employee<\/p>\n\n\n\n<p><strong>Effective Date<\/strong>: This date should always be the start date of a pay period<\/p>\n\n\n\n<p><strong>Stop Date<\/strong>: Leave this blank unless this is a limited assignment<\/p>\n\n\n\n<p>Highlight employees in the \u2018Available\u2019 box that will be assigned to the new supervisor and click the &lt;&lt; button<\/p>\n\n\n\n<p>NOTE: Holding down Ctrl will allow you to highlight multiple employees individually<\/p>\n\n\n\n<p>NOTE: Holding down Shift will allow you to highlight multiple employees at one time<\/p>\n\n\n\n<p>Click&nbsp;<strong>SAVE<\/strong>. The employees should now be assigned to the new supervisor<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How do I assign supervisors to multiple employees at once?<\/h2>\n\n\n\n<p>After logging into your system, use the left-hand side to navigate to <strong>Global<\/strong> <strong>Update<\/strong> &gt; <strong>Employee<\/strong> <strong>Update<\/strong><\/p>\n\n\n\n<p>From there, use the dropdown box in the upper-right of the page (the one that reads <strong>Select a Function<\/strong>) and choose <strong>Supervisor<\/strong><\/p>\n\n\n\n<p>Once this page loads, you will see the following screen:<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"556\" src=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-1024x556.png\" alt=\"\" class=\"wp-image-766\" srcset=\"https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-1024x556.png 1024w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-300x163.png 300w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-768x417.png 768w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-50x27.png 50w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-60x33.png 60w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16-100x54.png 100w, https:\/\/help.insperity.com\/bps\/wp-content\/uploads\/sites\/3\/2021\/03\/image-16.png 1397w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Starting at the top of the screen:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Leave the <strong>Assignment<\/strong> <strong>Action<\/strong> as <strong>Add<\/strong><\/li>\n\n\n\n<li>Set <strong>New Supervisor<\/strong> to the employee\/supervisor you wish to assign to your employees.<\/li>\n\n\n\n<li>You can leave the fields <strong>Effective Date<\/strong>, <strong>New Stop Date<\/strong>, and <strong>Depth \/ Org Level<\/strong> alone<\/li>\n\n\n\n<li>Finally, using the Available list, select the employees you wish to have assigned to the supervisor you chose above. Press <strong>&lt;&lt;<\/strong> to move them from the right side of the box to the left.\u00a0 Only names on the left side will be assigned.<\/li>\n\n\n\n<li>When ready to commit your changes, click <strong>SAVE<\/strong> at the bottom of the page.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\"><strong>Reviewing current supervisor assignments<\/strong><\/h2>\n\n\n\n<p>Navigate to&nbsp;<strong>Employee Maintenance&gt;Employee Assignments&gt;Supervisors<\/strong><\/p>\n\n\n\n<p>Select the new employee\u2019s name in the&nbsp;<strong>Employee drop-down<\/strong><\/p>\n\n\n\n<p>There are two tabs on this page. The first, <strong>Supervisor Assignments<\/strong>, will display current supervisor assignments for the selected employee. If changes are needed, see the steps listed above.<\/p>\n\n\n\n<p>**Assignments can also be made on this page, but we recommend making assignments via the <strong>Global Update&gt;Employee Update<\/strong> page as noted above for consistency. If you do choose to make assignments on this page directly, <strong>Supervisor Level Assignments<\/strong> should be considered.<\/p>\n\n\n\n<p>The second tab, <strong>Supervisor Level Assignments<\/strong>, will display the selected employee\u2019s current supervisor level. This setting is used to determine the supervisory hierarchy and is only necessary if you are interested in setting non-standard employee view limits and alert view limits. See the <a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/supervisor-level-assignments\/\" data-type=\"ht_kb\" data-id=\"2073\" target=\"_blank\">Supervisor <\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/supervisor-level-assignments\/\" data-type=\"ht_kb\" data-id=\"2073\" target=\"_blank\">l<\/a><a rel=\"noreferrer noopener\" href=\"https:\/\/help.insperity.com\/bps\/knowledge-base\/supervisor-level-assignments\/\" data-type=\"ht_kb\" data-id=\"2073\" target=\"_blank\">evel assignments<\/a> article for more details.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Below, you will find instructions for a number of supervisor assignment functions. Please note that if you are a\u00a0Insperity\u00ae\u00a0HR360\u00a0client, the primary supervisor updates will need to be made in Insperity Premier, via Manage Employees &gt; Overview &gt; Employees. Select the employee name, then Job Information &gt; Position to make the&#8230;<\/p>\n","protected":false},"author":2,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":{"footnotes":""},"ht-kb-category":[16],"ht-kb-tag":[],"class_list":["post-764","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-employee-profile"],"_links":{"self":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/764","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/comments?post=764"}],"version-history":[{"count":11,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/764\/revisions"}],"predecessor-version":[{"id":4034,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb\/764\/revisions\/4034"}],"wp:attachment":[{"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/media?parent=764"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-category?post=764"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/help.insperity.com\/bps\/wp-json\/wp\/v2\/ht-kb-tag?post=764"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}