1. Implementing Onboarding (Transitions)
  2. Supervisor

Supervisor

Supervisors are people who can be assigned to do any of the things that the process owner can do thereby further ensuring that a process is completed.

Whereas a process has only one owner, it can have multiple supervisors. This means that a large team of coordinators or HR specialists can share the responsibility for monitoring a process involving a group of candidates, for sending reminders and for reassigning or executing tasks when task assignees cause delays in completion of a process.

Someone can become a supervisor of a process in two ways:

  • The Onboarding (Transitions) administrator designated the individual (by name) as supervisor in the process or assigned a functional role as supervisor and the individual has the functional role when the process is launched. This type of responsibility cannot be removed.

  • Someone shared the process with the individual while the process was in progress. The sharing, and consequently the supervisor role, can be ended using the Revoke Sharing action.

To view how their processes are progressing, supervisors require the "View processes I own or supervise, or that have been shared with me" permission. This allows them to see their processes on the main page of the Onboarding (Transitions) Center and to click into each one to view the corresponding steps. This permission is insufficient for executing tasks within these processes.

To execute or reassign tasks within their processes, supervisors require at least three permissions: "View processes I own or supervise, or that have been shared with me", "View and execute tasks assigned to me" and "Manage processes for which I am the supervisor (same capabilities as the owner)". These permissions enable supervisors to view their processes on the Onboarding (Transitions) Center main page, click into each process, and click into each of the process steps to access the corresponding task. For each of these tasks the supervisors can access the "Execute" and "Reassign" links, and their name is displayed in the "Supervised by" area.