Purpose Statement
This article explains how to assign a direct supervisor to an individual personnel record within the First Due Personnel module. Associating a direct supervisor with a personnel record helps departments maintain accurate supervisory relationships and personnel information.
Background Information
The Supervision section within a personnel record allows users to associate one direct supervisor with an individual.
This feature helps departments document supervisory relationships and maintain accurate personnel records.
Key Information:
Each personnel record can have one direct supervisor assigned.
Supervisors are selected from a dropdown menu within the personnel record.
Changes must be saved to update the personnel record.
Required Permissions
Users must have appropriate permissions to access the Personnel module and edit personnel records.
Video
Step-by-Step Guide
Step 1: Navigate to the Personnel List
1. Open the Module Stack in First Due.
2. Select Personnel.
3. Click Personnel List.
Step 2: Select a Personnel Record
1. Locate the personnel record you want to update.
2. Open the personnel record to view its details.
Step 3: Locate the Supervision Section
1. Select the Personnel Detail tab.
2. Scroll down until you locate the Supervision section.
Step 4: Assign a Direct Supervisor
1. Click the dropdown menu within the Supervision section.
2. Select the individual who serves as the personnel member's immediate supervisor.
3. Verify that the correct supervisor is selected.
Note: Only one direct supervisor can be associated with each personnel record.
Step 5: Save the Personnel Record
1. Navigate to the upper-right corner of the personnel record.
2. Click Save to apply the changes.
3. Verify that the selected supervisor remains associated with the personnel record.
Best Practices
- Maintain Accurate Supervisory Relationships: Ensure the assigned supervisor reflects the personnel member's current reporting structure.
- Update Records When Responsibilities Change: Review and update supervisor assignments when personnel transfer, receive promotions, or change reporting relationships.
- Verify Supervisor Selection: Confirm that the correct individual is selected before saving.
- Save All Changes: Always click Save after modifying the Supervision field to ensure the assignment is retained.
- Review Personnel Records Regularly: Periodically review supervisor assignments to maintain accurate departmental information.
Troubleshooting & FAQs
Q: Why can't I access the Personnel module or edit a personnel record?
A: Your assigned role may not have the necessary permissions. Contact your First Due administrator to verify your access to personnel records.
Q: Can I assign multiple direct supervisors to one personnel record?
A: No. The Supervision section supports one direct supervisor per personnel record.
Q: How do I change an existing direct supervisor?
A: Open the personnel record, navigate to the Personnel Detail tab, locate the Supervision section, select a different supervisor from the dropdown menu, and click Save.
Q: Why isn't my supervisor assignment appearing after I update the record?
A: Verify that you clicked Save in the upper-right corner. Reopen the personnel record to confirm the assignment was retained.
Q: Where can I find the Supervision section?
A: The Supervision section is located within the Personnel Detail tab of an individual personnel record. Scroll down to locate it.