Pro Fund Accounting can help you keep track of your employee organizational hierarchy by allowing you to add supervisor information to your employees.
The following steps show you how to add or change supervisor information for an employee:
- Click on the Payroll module and click on the Employees menu item.
- Find an employee that is a supervisor of other employees.
- Click on the Personnel Tab.
- To make this employee a supervisor, check the Supervisor checkbox in the Specialty Flags section.
- If this employee is no longer a supervisor, then you can uncheck the Supervisor checkbox and reassign the employees they were responsible for to another supervisor.
- Click on the Save button at the top of the window to save the changes for this employee.
- Repeat these steps for every employee that is considered a supervisor.
Now that we have a few employees marked as supervisors, it is time to start adding the employees they are directly responsible for:
- Click on the Payroll module and click on the Supervisors menu item.
- A list of supervisors will be displayed. Click on the supervisor you want to add employees to.
- In the list of employees, check the box next to all of the employees that will be under that supervisor.
- Click the Save button at the bottom of the window.
- Repeat these steps until every employee has a supervisor or the hierarchy is as complete as you need.
After adding the supervisor information to each employee, you will have an organizational hierarchy through Pro Fund Accounting. This hierarchy becomes very important when using the MyWork Timecard system, as the timecard system uses this hierarchy to determine who is a supervisor and who is the supervisor of a particular employee. If you are planning on purchasing the MyWork Timecard system, then it is a good idea to start using this feature of Pro Fund Accounting.