Client Account Tasks
 
 

Supervisor Accounts

Client Records Create supervisor accounts to assign a requested set of administrative capabilities to a particular login account.  The administrative account is accessible via a login and password that you create.
Step 1

The supervisor setup link is located in the Administration link of the Main Menu (see illustrations below) if the option has been activated in your account.  (Contact your payroll provider to setup a login or activate the feature if the Supervisor Accounts link is not found in your Administration menu.)

 

 

 

 

 

 

 

 

 

 

 

Step 2 Selecting the Supervisor Accounts  link will display your current login accounts as well as the Click HERE to add a new login  entry link.  You can change or delete any of the entries by selecting the login name and utilizing the provided frame (see illustration).
 

 

 

 

 

 

 

 

 

 

 

 

 

 

Step 3 The Add Supervisor Login  frame will host supervisor setup details. Create a login ID and password, then specify the desired abilities and restrictions applied to the new account.  You may refer to the provided instructions for help.  The entry boxes will restrict all administration for that supervisor to the specified departments (see illustration).
 

 

 

 

 

 

 

 

Step 4 Submit the entry to activate the supervisor account