Supervisors

Administrators can view a list of supervisors and the agents who are being managed by them. They can also add or remove agents from a Supervisor.

What do you want to do?

Tasks in this Topic Include:

• Supervisors
• Action
• Add Agent
• View Supervisors
• Supervisors
• Delete an Agent from a Supervisor

Related Tasks:

• Set Up Monet
• Shift Profiles
• RTA Configuration
• Break Settings
• Set Global Options
• Status Alerts
• Scheduled Reports
• Anywhere Options
• Time Off Manager Rules
• Reminders
• Shift Swapping Options
• Change Password

Super Admin Access Table

The table shows the Supervisor and agent information.

Super Admin Access Table Fields	Description
Supervisors List	List of the supervisors' first and last names
User Name	Username of the supervisor
Workgroup Name	Workgroup they supervise
Agents	Number of agents they supervise in that workgroup
Action	Clicking Agents accesses a list of agents in that workgroup assigned to the supervisor.

Action

1. To access the agents for a supervisor, click in the Action cell for that supervisor.
   
   

2. The list of agents assigned to the supervisor displays:

Action Fields	Description
Agents	List of the agents under this supervisor
User Name	Username of the agent
Workgroup Name	Workgroup assigned to the agent
Action	Delete an agent by clicking: When you click the X to delete an agent, a confirmation message displays:

3. You can return to the Supervisors list display by clicking Back to Agents List.

Add Agent

1. Click Add Agents.
2. A list of unassigned agents displays:
   
   
3. To add a single agent, click the Include > button.
4. To add all agents, click the Include >> button.
5. To exclude a single agent, click the < Exclude button.
6. To exclude all agents, click the <<Exclude button.
7. Click Submit to save your selections.
8. You are returned to the Agent list for the supervisor. You could also click Back to Agents List.

View Supervisors

To view a list of Supervisors:

1. Select Setup > Supervisors in the left-navigation menu.
   
   

2. The Supervisors table is displayed.
   
   

3. Select Agents in the Action column to view a list of agents assigned to the supervisor.

Add Agents to a Supervisor

To add agents to a Supervisor:

1. Select Add Agents.
   
   
2. Highlight the agent or agents to add from the left side list.

3. Select Include > to move the selected agents to the right side list.
4. Select Submit.

Delete an Agent from a Supervisor

To delete an agent from a supervisor:

1. From the Supervisor table, select Agents in the Action column.
   

A table of the agents for a supervisor is displayed:  



2. Select the in the Action column to delete an agent.
3. A confirmation message is displayed:
   

4. Select OK to delete the agent.