Assigning a Supervisor to an Employee
Published on
January 29, 2024 at 2:06:14 AM PST January 29, 2024 at 2:06:14 AM PSTth, January 29, 2024 at 2:06:14 AM PST
In NetSuite, supervisors can approve the following for their supervised employees:
- Expense reports, if no expense approver is assigned
- Purchase orders, if no purchase approver is assigned
- Time-off requests, if the Time-Off Management feature is enabled
If you enable the Employee Change Requests feature, supervisors can create employee change requests for their supervised employees.
For someone to be considered a supervisor in NetSuite, that person must be selected as the supervisor of another employee on that employee's record. The supervisor receives email when an employee enters a new time-off request, a new expense report, or a new purchase request that needs approval.
To assign or change supervisors on employee records:
- Go to Lists > Employees > Employees.
- ClickEditnext to the name of the person whose supervisor you want to assign or change.
- Under Primary Information, in theSupervisorfield, select the person who should be the supervisor of this employee.
- When you have finished editing the employee's record, clickSave.
Supervisor Changes and Commissions
Supervisor changes can affect commissions for the supervisor, depending upon their commission schedule. For example, the effective date for a supervisor change is not the same as the date when the employee is updated. Therefore, the supervisor could be credited with less or more commissions than they should be. To avoid this, change the effective date for a supervisor change to a date in the future or in the past.To update a supervisor assignment:
- Go to Lists > Employees > Employees.
- ClickEditnext to the employee.
- Under Primary Information, in theSupervisorfield, select the supervisors name.
- ClickSave.
To update the supervisor change history for an employee:
- Go to Lists > Employees > Employees.
- ClickEditnext to the employee.
- Under Primary Information, in theSupervisorfield, confirm that the employee has the correct supervisor.
- Click theHuman Resourcestab.
- Click theSupervisor Change Hist.subtab.
- On the row with the relevant supervisor change, clickEdit. Enter the correct date in the Effective Date field. Note that you cannot enter effective dates of assignments that overlap. For example, an employee cannot report to two supervisors at the same time. ClickSave. ClickClose.
- To save the employee record, clickSave.