After adding the Supervisors on the Scorebuddy platform, in order for them to be able to start evaluating the Employees in their Teams and Groups, the Supervisors' access needs to be enabled.

If the admin uses the Advanced mode of the Staff upload, the Supervisors' access can be enabled at the same time as their addition on the platform.

If the Supervisors are already added but their access is disabled, there are two options: manual or bulk activation.

In order to activate each supervisor’s access, one at a time, the admin should go to Staff > Supervisors - click on the ‘Off’ button in the Access column. This will send an email to the staff member with a web link to log in and view their own scores. (If using the Agent Insight module this will allow access to their Evaluator Dashboard).

The bright yellow button symbol (pending activation)

indicates that the ‘Off’ button was pressed, and a notification was sent to the Supervisor’s e-mail address with an activation link but the Supervisor did not click on that link. If needed, this e-mail can be resent by clicking on the pending activation symbol.

Using the Multi-Edit option, the admin can give bulk access to several Supervisors. The Multi-Edit feature is found when you select all or multiple Supervisors in the top-right corner of the page.

After selecting all Supervisors or just the ones that need access by checking off the box next to their name, click the Multi-Edit button to choose Allow Access, then Submit. You will see there are other options available along with changing the Groups/Teams for the selected Supervisor.