Auto Forwarding Employee Assignments

Complete the following steps to temporarily transfer your employee assignments to another supervisor.

1. From Actions > Employee, select Auto Forward Assignment.

2. From the Actions menu on the left, click Employee Forward.

3. Enter an Effective Date and, if needed, an Expiration Date to indicate the date range to forward assignments to another supervisor.

   If you do not enter an expiration date or need to cancel forwarded assignments early, you can expire them manually, as explained in step 9.

4. Click Next.

5. Using the employee search, enter the criteria to find the supervisor you are forwarding your assignments to and then click Search.

6. Click the icon to the left of the supervisor's name to choose that person to receive your assignments.

7. From the list of your assigned employees, select the ones you want to auto-foward to the selected supervisor.

   • To auto-forward all employees to the same supervisor, check the box on the top row.

   • To auto-forward some employees to the selected supervisor, and others to another supervisor, check the box to the left of the names of the employees to forward to the indicated supervisor only. In this situation, you will repeat some of these steps to select the remaining employees, as explained in step 8.

   Tip  

   To help refine the list of employees, click the Filter Criteria row above the list of names. With the filter, you can find specific employees, or narrow the list by employees' home organization unit or the role level category (approving, editing, or read-only) that the current supervisor is set at for their employees.

   For example, you may want to search for supervisors in a certain facility and who are approvers so that they can approve time cards.

8. Once employee records are selected, click Forward Selected.

   • If you selected all the employees to forward, you are done.

   • If you selected a partial list of employees and need to forward other employees to a different supervisor, repeat steps 5-8.

   The wizard will not finish until all employees have been forwarded.

   Once finished, the employees are now temporarily assigned to the selected supervisors for the indicated date range.

9. To cancel auto-forwarding, click Disable Auto Forwarding.

   This button is visible only if there are employee records set to be auto-forwarded.