How to manage via supervisor

Management via supervisor allows the training invitation email to be received by the employee’s PRL Supervisor, instead of being sent directly to the employee. This is useful when employees do not have a corporate email or when you want to centralise training management through the supervisor.

Prerequisite

The employee must have a PRL Supervisor assigned in their record. The Management via supervisor operation is only activated when the employee has a PRL supervisor assigned.

See How to assign a PRL supervisor to an employee to configure it.

Procedure

1. Go to Training and information → Training invitations and enter the corresponding invitation.
2. Open the Submissions (invitations and app access) tab, select the employee record or records you want to manage via supervisor and click Operations → Management via supervisor.
3. With the employee records still selected, click Send training invitation so that the supervisor receives the email with the training their supervised employees must complete.

Tip

You can perform this action for multiple employees at once by selecting multiple records.

What the operation does

When executing Management via supervisor:

• The selected employee’s PRL Supervisor is automatically filled in the Supervisor field of the submission record.
• It is configured so that future submissions are sent via the supervisor without needing to repeat the operation.

Check sent submissions

From the same Submissions (invitations and app access) tab you can check the dates and times of emails already sent to the supervisor.

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Source: DM-SO-22-029 «How to perform management via supervisor», version 1, 01/03/2022.