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Assigning Supervisors

Depending on your Timesheet Settings, Timesheets may need to be approved by a school supervisor, a workplace supervisor, or both. Before Timesheets can be processed, the relevant supervisor must be assigned in the system.

School Supervisor

Manual assignment

The school supervisor is assigned on the Students details modal.

  1. Open the Student's details by tapping on their name anywhere on the platform.

Student Name

  1. Go to the first tab Student Detail and tap on the yellow button Edit.

Student Details Student Details

  1. Enter the supervisor in the School Supervisor field.

Student Details

  1. Save the changes.

Student Details

Batch assingment

You can also batch assign supervisors from Reports - Students Placed by checking multiple students and clicking on the Assign Supervisor button. This will assign the student the chosen supervisor, which will give them access to the Student as well as the ability to filter all their students they are assigned to. You can use the filters to list the Student you need to assign the same supervisor to. The workplace supervisor will receive an email with a link to be able to review and approve/reject the Timesheet.

Batch Assignment Batch Assignment

Workplace Supervisor

If the workplace supervisor is a different person than the Account owner, you need to assign them on the Internship record.

  1. Go to Reports - Students Placed and tap Edit on the relevant Internship (last column).

Edit Internship

  1. Scroll down to the workplace supervisor section and fill in the supervisor's data (see Internships).
  2. Save the changes.

Internship Workplace Supervisor

warning

If this is the case and no supervisor was assigned, the Timesheet will get stuck in the approval process, unless the Account owner intervenes.