Record a Supervisor Override

A supervisor override is used when a worker does not have a supervisor. For example, this flag might be set for agency administrators or directors. In this situation, the tickler escalation does not occur on this worker's activities.

To record a supervisor override, complete the following steps:

  1. From the Home screen, click the Administration tab.

  2. Click the Staff tab.

  3. Click the Maintain Staff link in the light blue menu on the left. The Employee Search Criteria screen appears.

  4. Enter the search criteria. The quickest way to locate the worker's record is to enter the Employee ID number. If you don't have that, you can search by the worker's name, education level, and so on.

  5. Click the Search button. The worker records that match your search criteria appear in the search results table.

  6. Click the Edit link next to the worker's name. The Employee Information screen appears.

  7. Select the check box next to Supervisor Over-ride.

  8. Click the Save button. You are returned to the Employee Search Criteria screen.