Managing Supervisors in Team Engine

Assigning supervisors in Team Engine helps organize your workforce and enables better communication, reporting, and automation.

Assigning Supervisors

Supervisors can be added directly within each employee’s profile in the Employee Directory.

To assign a supervisor:

• Open the employee’s profile
• Select a supervisor from the dropdown
• Save your changes

This creates a clear reporting structure and allows supervisors to easily communicate with their team.

Bulk Upload Supervisors

If you need to update multiple employees at once, you can upload a new employee list that includes supervisor relationships.

Tips for uploading:

• Include the supervisor’s full name in the supervisorFullName     field
• Make sure all supervisors are also listed as employees in your file
• Follow the required formatting to avoid upload errors

For full instructions, see: Set Up Your Employee Directory

No Supervisor Option

For leadership roles that don’t report to anyone (e.g., CEOs, Founders, Owners), you can select “No Supervisor.”

This ensures:

• No unnecessary alerts about missing supervisors
• A clean and accurate reporting structure

Automated Supervisor Alerts

Once a supervisor is assigned, you can notify them automatically about important employee milestones using Automations.

Examples include:

• Benefits eligibility reminders
• Work anniversaries
• Certification expirations

Example: Send a message to a supervisor 5 days before an employee becomes eligible for benefits.

To set this up:

• Go to the Automations tab
• Create or edit an automation
• Choose the trigger and set the recipient as the employee’s supervisor

Supervisor User Access

Supervisors can also be added as users in Team Engine with limited access.

With Direct Reports Only access, supervisors can:

• View and message their direct reports
• Send announcements to their team

They cannot:

• Access hiring or applicant information
• Message employees outside their team
• Manage company-wide settings

This ensures supervisors have the tools they need, without access to sensitive areas of the platform.

Setting up supervisors correctly helps streamline communication, improve visibility, and power meaningful automations across your team