Supervisor User Guide

Learn how to use your Supervisor account.

Overview

 

Supervisor user accounts can track apprentice progress within their occupation, engage with apprentices via journal entries, approve/deny OJT & RTI submissions & wage progressions. In the following pages, we will walk you through each feature of your Supervisor account and how to use them.

 

Dashboard

 


The Dashboard provides an at-a-glance overview of your apprentices. The first card, Apprentices, shows you a summary of your apprentices information such as their occupation, cohort, employer, and wage information. The next card, Unread Journals, displays the most recent journal entries that your apprentices have submitted to you. And finally, you have a summary of your occupation and employer information.

 

Toolbar

Notifications

 

 

Clicking on the bell icon in the top toolbar will reveal your notifications menu. Notifications provide you with a short summary of what has happened while you were away. 

                                                                                                                                                                    

 



Toolbar

Account Menu

 

 

Located in the top right corner of your screen, the Account Menu is where you can view your account information, request a feature and visit our Support Center. 

                                                                                                                                                                                                                             



                                                                                                                    

My Account

General


On the General tab of your profile, under My Account, you can view your name, email, phone, occupation, and employer. You can click the edit pencil in the upper right-hand corner to change your email and phone. 

 

My Account

Account

 


In the Account tab, you can verify your email, enable Two-Factor Authentication, change your password, upload a profile photo, and view your unique user ID. 

 

Profile

Settings

 


On the Settings tab you can modify the look and feel of your account by toggling on Dark Mode and enable/disable specific system notifications.

 

Toolbar

Get Help

 

If you have questions about your account or want to learn how to use a feature, select Visit Support Center in the Help menu to be navigated to a database full of great knowledge resources. If you run into an issue with your account or something isn’t working correctly, we’d love to know about it. To report an issue, click on the Help button and select the second option labeled Submit a Ticket.  

 

Apprentices


On your Apprentices page, you can view a list of your apprentices along with their progress and information about their occupation, wage, and employer. You can also click the clock icon to add OJT or RTI for them. For more details on each apprentice, click on their name to visit their profile.

 

Work Summary

 


On the Work Summary page you can see apprentice OJT progress by week or month, download submission reports, and trigger reminders to your apprentices to submit OJT hours. 

 

Journals

 

On the Journals page, you can view all of the journals your apprentices have submitted to you ordered by the date they were submitted. Click on the journal entry to view it in greater detail and review comments. 

 

Performance Evaluations


If you click on the Performance tab you will navigate to your Performance Evaluations page. You can view, select, and start competency, behavioral, and custom evaluations on this page. You can also view previously submitted evaluations. 

 

Wages


Once your administrator has set up apprentices’ wage schedules, your apprentices will start to show up on the Wage  Progressions page when they're ready for an increase. To approve a wage progression, click the apprentice's checkbox, edit their wage increase if necessary, and click Approve