Manage Departments & Supervisors

Manage Departments | Manage Supervisors

Launch Video

Departments and supervisors must be set up before employees can be added individually. Departments, supervisors, and employees can be added simultaneously through the import process.

Manage Departments

Departments must be set up before adding supervisors to the system.

1. Select Administration from the platform navigation bar
2. Select Manage Departments from the menu
3. Click the New button in the upper-right to add a Department
4. Enter the Department and Manager Name
5. Optionally add an Email Address for the department manager
   1. Training notification summaries will be sent to this address for reporting employees
6. Click Save & Close

Existing departments can be edited by clicking on the Department Name in the table. Archive unused departments by placing a check in the box next to the desired department name(s) and clicking the Archive button in the upper-right.

Manage Supervisors

Supervisors must be set up before adding employees to the system.

1. Select Administration from the platform navigation bar
2. Select Manage Supervisors from the menu
3. Click the New button in the upper-right to add a Supervisor
4. Enter the Supervisor Name and Select a Department from the dropdown
5. Optionally add an Email Address for the supervisor
   1. Training notification summaries will be sent to this address for reporting employees
6. Click Save & Close

Existing supervisors can be edited by clicking on the Supervisor Name in the table. Archive unused supervisors by placing a check in the box next to the desired supervisor name(s) and clicking the Archive button in the upper-right.