To assign Supervisor access in Merit Increase Planning, the Supervisor must be assigned Supervisor Access to the application. Assign Access
Settings>Company Settings>Company Information
Downline View Level for Supervisor
Yes – Supervisor can view their downline reporting structure.
No - Supervisor can only view their direct reports.
Email Notifications: Checking this box will notify your supervisors they have been assigned access to a Merit Plan. This notification is sent immediately after assigning Supervisor access. If the downline level view for supervisors is marked yes, supervisors will also receive email notifications for upline/downline completion.
NOTE: Supervisors email must be in the application for the email to be sent.
Email sent to Supervisor:
Comment Only: Supervisor will be able to access the tabular view of their employees’ merit data but will only be able to make a comment. Complete your Assumptions as normal, assign supervisor access to Merit Plan.
Merit Planning>Supervisor Access/Budget
CSV: Allows Admin’s to export the data on the Supervisor Access page.
Access to Model: Gives Supervisor Access to make a comment on the tabular view.
Unlock Supervisor: When the supervisor marks their tabular view “Finished” the lock icon will close. If the supervisor marked finish by mistake or needs to make additional comments, Admins can click the lock icon to unlock the supervisor’s access.
Click the Lock Icon>Save>Calculate Increases>Calculate Increases to apply the change
Assign Access: Choose Supervisor or Supervisors you wish to have access to make a comment>Save. If employees are already added to the Merit Model, Calculate Increases>Calculate Increases to apply the change to your merit model.
View Supervisor Comments: Hover over Comment Icon. If Downline View Level for Supervisor is turned on multiple comments will populate. You will find the Merit comment report by going to Merit Reports>Supervisor Report.
