Add a New Supervisor

Adding new supervisors to your account is simple using the Add Person wizard! Supervisors can be configured with permissions to view and/or edit employees, and their access can be limited to specific departments.

People with a Supervisor role do not count toward your plan’s active employee limit. Supervisors cannot track time or have timecards. If someone needs to perform supervisor functions and track time or be paid hourly, they must have separate supervisor and employee profiles.

Using uAttend Payroll?

If your account uses uAttend Payroll, supervisors are always salaried. A supervisor profile can be used for payroll processing, or payroll can be handled through a separate employee profile, depending on how the person is paid.

Keep in mind:

• Each profile must have a unique first and last name combination
• Each profile must also have a unique username and email address

In this article:

A Note for uAttend Payroll Accounts

What You Need Before You Start

Steps to Add a Supervisor

1. Select Add Person from the People Tab.
2. Select Supervisor for the Role.
3. Enter the Supervisor's First and Last Name.
4. Configure Payroll Options. (uAttend Payroll Accounts Only)
5. Set Pay Rate and Exemption Status. (uAttend Payroll Accounts Only)
6. Save the Supervisor Profile.

Grant Portal or App Access

Set Responsible Departments and Permissions

Using uAttend Payroll?

If your account uses uAttend Payroll, administrators are always salaried. An administrator profile can be used for payroll processing, or payroll can be handled through a separate employee profile, depending on how the person is paid.

Keep in mind:

• Each profile must have a unique first and last name combination
• Each profile must also have a unique username and email address

What You Need Before You Start

Gather the following information for your employee before you begin:

Using uAttend Payroll	Not Using uAttend Payroll
First name  Last name Pay rate Exemption status Email address (if self-onboarding) Social Security number (if not self-onboarding) Legal address (if not self-onboarding)	First name Last name Email address

To add a supervisor to your account:

Step 1: Select Add Person from the People Tab.

Account administrators are able to add new supervisors to the account. After logging in to the web portal, navigate to the People tab and click Add Person toward the upper-right of the page.

Step 2: Select Supervisor for the Role.

Click the drop-down option for the Role and select Supervisor. 

If you are using uAttend Payroll, supervisor profiles are always salary and cannot have timecards. If this person is hourly or needs to track time, you must create a separate employee profile for payroll and time tracking.

Step 3: Enter the Supervisor's First and Last Name.

Each profile must have a unique first and last name combination. If the person has or will have multiple profiles (such as a supervisor profile for management and an employee profile for time tracking), the two profiles cannot have the same name. 

If using uAttend Payroll, the profile used to process payroll should use the employee’s actual name.

Example:

	First Name	Last Name
Employee Profile	Mary	Smith
Supervisor Profile	Super. Mary	Smith

Step 4: Configure Payroll Options. (Payroll Accounts Only)

If not using uAttend Payroll, skip to step 6. 

If you are using uAttend Payroll, you'll need to set whether this profile will be used for payroll and if the supervisor will self-onboard.

If you will use this profile for payroll:

Choose whether the person will self-onboard for payroll.

If Yes:

• The employee will receive an email to complete the self-onboarding process. 
• Enter a unique email address in the appropriate field.

If No:

• The payroll administrator must enter the payroll details manually using an employee setup form.
• Enter the supervisor's Social Security Number and legal address. 
• You will need an employee setup form. Reach out to our support team after adding the supervisor to your account if you do not have the form.

If you will not use this profile for payroll: 

Select No and move on to the next step.

Step 5: Set Pay Rate and Exemption Status. (Payroll Accounts Only)

If not using uAttend Payroll, skip to step 6. 

Supervisor profiles must be Salary. Enter the Supervisor's annual salary and the appropriate exemption status.

Step 6: Save the Supervisor Profile.

Click SAVE AND CLOSE to save the supervisor profile. You will be returned to the People tab.

For accounts using uAttend Payroll:

• If the person is self-onboarding, choose whether to send the self-onboarding email now or later. 
  If you choose later, you can send the email from the supervisor's profile or from the Payroll tab at a later time.
• If the person is not self-onboarding, the profile is created but cannot be paid until payroll onboarding is completed. 
  The payroll administrator must enter the payroll details manually using an employee setup form. Reach out to our support team after adding the supervisor to your account if you do not have the form.

Next Steps

The Add Supervisor process only adds the supervisor to the account. It does not set login details or any permissions. 

Grant Portal or App Access

If the supervisor needs access to the online web portal or smartphone app:

1. Open the supervisor's profile.
2. Add their username and email address.
3. Click the Invite User link.

An email will be sent to the supervisor's email address on file to set up their password.

If the supervisor will use the smartphone app, be sure to enable smartphone access in their permissions.

Set Responsible Departments and Permissions

By default, supervisors are assigned to view all departments and see details for all employees. You can adjust their permissions in their profile by setting department rights, employee permissions, time card edit rights, and smartphone access. 

See Select a Supervisor's Responsible Departments and Permissions for Supervisors for more information.