Steps for Adding Controller Assignments - Employee Record

To add supervisor assignments to this controller, complete the following steps:

1. From the open employee record, select the Controller Assignments button from the Action section in the left pane.

2. Click on the Add button in the left pane.

3. The supervisor search criteria options of Last Name, First Name and Code are displayed to search for a specific supervisor name. Click on the Advanced button to open the advanced search criteria tabs. Enter the search criteria and click on the Search button.

4. The names of all supervisors returned in the search are displayed. By default, all returned names have the box to the left of the record checked. Un-check all supervisor names that are not to be assigned to this controller.

   Note  

   Only employees currently set up as Supervisors are displayed. If the employee is not listed, the employee must be set up as a supervisor by accessing the Supervisor Assignment section in the employee record.

5. Click on the Assign Selected button. All the supervisors with the box checked are now assigned to this controller.

6. To view all the supervisors assigned to this controller, click on the Assignment List button.

7. To remove any supervisor names from this assignment list, check the box to the left of the supervisor name and click on the Delete Selected button. To add more supervisors to this list, click on the Add button and follow steps 3-5 above.