Task guide
Supervision
Record who supervises whom from a date, keep the history, and see who the firm's rules say needs a supervisor but has none.
A pupil, a national service person or a junior associate works under a supervisor, who is told when their work is escalated and who holds the induction on their joining checklist. People, Supervision lists who supervises whom.
Name or change a supervisor
Name a supervisor, on the register or in the actions menu of a person's page, names the supervisor and the day it runs from, with a reason if you wish. The supervision already running ends the day before. Leaving the supervisor empty ends their supervision. A person never supervises themselves or anyone they report to, however far up.
The register shows the supervision running today; Period, Every period recorded shows the whole history, dated, with who recorded each change and why.
Who still needs one
Without a supervisor lists the people whose grade the firm's Grades that must be supervised setting names and who have none, with Name a supervisor beside each.
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Read next
- Joining and leaving checklistsEvery joiner and leaver works through a checklist set per role or department, each item ticked by its owner or by the system, and a leaver's account closes only once the blocking items are done.
- Critical notices, taking them and escalationWhy a critical notice waits for somebody to say "I've got this", how it is escalated to the supervisor and the department head when nobody does, and how a delegate takes one for a colleague.