Configuring the Supervisor

Objective

After completing this lesson, you will be able to create a Supervisor record and add it to an approval group in SAP Fieldglass.

Supervisor

A Supervisor is a user who is a next-level approver of a user’s SAP Fieldglass transactional items.

A Supervisor does not necessarily indicate an organization’s reporting hierarchy; it’s just a system role used to identify and assign an individual to a User’s Approval Group.

Depiction of a supervisor approving a transaction after it was forwarded by a user.

Navigating the Supervisor Admin Object

The User section of the Admin Menu, the Supervisor selection is highlighted.

1	Select Supervisor from the User section of the admin menu to view the list of supervisor roles available in the organization’s tenant.

Supervisor List Page

The Supervisor function allows you to create additional system roles within SAP Fieldglass so that approvals can be routed to specific people even if those approvers are not within the usual workflow.

For example, Mavis does not report to Nelson, WorkingNet’s Director of Human Resources. But because her hiring activities affect Human Resources, her job postings and SOWs must be approved by Nelson before she can fill any position with an external worker.

Therefore, Nelson is associated with the Supervisor system role titled HR Lead. The HR Lead Supervisor role is assigned to job posting and SOW approval groups, so that when a transactional item follows the approval workflow and comes to the HR Lead category, it is Nelson that is assigned to approve the item.

Supervisor list page showing a short list of all supervisors in the WorkingNet tenant, including Engineering, HR Lead, OPS, PMO, and Software. HR Lead is highlighted.

2	To view the details of a supervisor role, select an appropriate link in the Title column.

Supervisor Details Page

A supervisor record requires few characteristics, just the name of the record and its associations. Users are associated with the supervisor data object to act in that capacity, and the data object is then assigned to an approval group.

Create and Add a Supervisor to an Approval Group

WorkingNet has added the new role of Compliance Approver in the Program Office to ensure that all hiring is compliant with corporate practices and regulations. The role is going to be filled by Mateo, newly hired by Brian to assist in the Program Office.

Here’s how you, as the administrator of SAP Fieldglass for WorkingNet, would ensure that Mateo is assigned to Approve certain Job Postings that Mavis creates in SAP Fieldglass.

ExerciseStart Exercise

Summary

A Supervisor is a user who is a next-level approver of a user's SAP Fieldglass transactional items. Supervisors approve transactional items and are assigned to approval groups, independent of organizational hierarchy.

Key Points:

Role Definition: A Supervisor is an SAP Fieldglass user who is a next-level approver of transactional items, not necessarily tied to the organization's reporting hierarchy.
Functionality: The Supervisor function allows for creating additional system roles to route approvals to specific people outside the usual workflow.
Simplicity: Supervisor records require minimal characteristics, including the name of the record and associated users, which are then assigned to an approval group.

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