Supervisors

Selecting the Supervisor check box for an employee gives that employee certain supervisor privileges. The various features that supervisors have access to are listed below.

• When you create or edit employee records, only employees for whom the Supervisor check box is selected can be made supervisors of other employees.

  To link an employee to a supervisor, you specify the supervisor’s employee ID in the Supervisor field in the Employee InfoViewer. Supervisors can view and manage information about their employees in various places:

  • In My Infor, several items show records that are assigned to the employees who report to a supervisor. For example, the Managed Accounts item for Infor Public Sector Billing shows a list of managed accounts that are assigned to a supervisor's employees. Similarly, the Open Work Orders for a Supervisor item in Work Management shows work orders that are assigned to employees whose supervisor is the logged in user..
  • In the Schedule Calendar, supervisors can see their assigned employees’ schedules in addition to their own.

• In the Resource Manager, only supervisors can be designated as trusted supervisors.
• In CDR, supervisors have access to this functionality:
  • Refund overpayments
  • Refund standard fees and at cost fees that are flagged as non-refundable
  • Pay a fee with an escrow account, when the payment amount will drop the escrow account balance below its minimum (CDR non-Billing only)
    Note: The minimum balance for escrow accounts is not enforced in Cashiering. When using the Cash Register, supervisor approval is not required to accept a payment that drops an escrow account below its minimum.
  • Approve conditions that are setup up to require supervisor approval

• In CDR Billing, supervisor approval is required to change the billing account associated with an application if all transactions are moved to the new account. Depending on the application type, the associated account changes when you change the responsible account holder or the primary site.
• In Cashiering, only employees who are designated as supervisors can void drawer transactions and adjust unbalanced cash drawers.