1. Employee Management
  2. Employees
  3. Employee Information Management
  4. Assigning a Supervisor to an Employee

Assigning a Supervisor to an Employee

In NetSuite, supervisors can approve the following for their supervised employees:

If you enable the Employee Change Requests feature, supervisors can create employee change requests for their supervised employees. For more information, see Employee Change Requests.

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. For more information, see Approving or Rejecting Time-Off Requests and Approval Routing.

To assign or change supervisors on employee records:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the name of the person whose supervisor you want to assign or change.

  3. Under Primary Information, in the Supervisor field, select the person who should be the supervisor of this employee.

  4. When you have finished editing the employee's record, click Save.

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.

Note:

A change to a supervisor effective date does not cause a commission recalculation, which may be necessary to correct the commission amount.

To update a supervisor assignment:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee.

  3. Under Primary Information, in the Supervisor field, select the supervisor’s name.

  4. Click Save.

To update the supervisor change history for an employee:

  1. Go to Lists > Employees > Employees.

  2. Click Edit next to the employee.

  3. Under Primary Information, in the Supervisor field, confirm that the employee has the correct supervisor.

  4. Click the Human Resources tab.

  5. Click the Supervisor Change Hist. subtab.

  6. On the row with the relevant supervisor change, click Edit. 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. Click Save. Click Close.

  7. To save the employee record, click Save.

Note:

This manual change to the supervisor change history does not use the SuitePeople Effective Dating feature.

Related Topics

General Notices