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    Assign An Administrative Supervisor

    Learn how to assign an Administrative Supervisor in Neo using a Status Change Form.


     

     

     

     

     

    Choose the Search option from the Staff dropdown menu.

     

     

     


     

    Use the search fields to find the employee you need to add an Administrative supervisor for.

     

    Choose Forms List from the menu on the left side of the screen.

     

    Click Add New in the top left-hand corner.


     

    Enter:

    Effective Date

    Administrative Supervisor (Clicking Modify will present a drop-down list for you to choose the staff)

    Check off Supervisory Change under Reason for Change

    Enter a comment, if applicable

    Choose your direct supervisor from the drop-down list at the bottom of the screen and click Send.



     

    It will now be listed in your Employee Status Record Change Requests while it awaits the next signature(s).

     

    You can assign a Clinical Supervisor through this other process.

     



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