Within Workhub, Direct Reports include the Workers who have a particular person listed as their Supervisor. They allow Supervisors to review the compliance and activity of anyone under their supervision, as well as inform a Worker of who they are responsible to and can contact for information.
What can you see using Direct Reports?
For any Worker listed as having a Supervisor, a box will appear on their Worker Dash with the details for their Supervisor listed. Clicking the box will show the Supervisor's Profile image, Name, and Position, and contact information. Workers will be able to send an email to or call their Supervisor using the email and phone symbols, respectively.
A Supervisor will have a box on their Worker Dash titled My Direct Reports. By clicking that box, a Supervisor will be shown a list of folks who report to them.
From there, a Supervisor can view the Workers' information, review their compliance, check their Correspondence information and history, review their Points history for Rewards, and see a snapshot of their overall compliance history.
Within the Direct Report's Information tab, a Supervisor can view a snapshot of a Worker's Details and their current Compliance for their Responsibilities and their Ongoing Tasks. A Supervisor can then click into any of the listed components for a view of what the Worker has completed or still needs to finish.
The Correspondence tab will allow the Supervisor to view all emails and SMS notifications sent to or by the Worker.
The Activity History tab will show a list of the Worker's compliance-related Activity over the previous 90 days, including their logins, lesson completions, quiz attempts, certificate uploads, policy and procedure reviews, etc. Information for completions of Ongoing Tasks are not included in this tab.
Finally, the last tab is the Their Direct Reports. This tab allows you to view a list of the Workers who are the Direct Reports of the Worker; in essence, your Direct Report's Direct Reports! This tab does not allow you to view their compliance information, but it will allow you to view a summary list of who those Workers are, their Position/Location, contact information, and their overall compliance.
In the top right corner of the Direct Report's Information and Activity tabs, you'll see a button that says Download. Clicking this will allow you download two items on both tabs: a Direct Report summary PDF, and an Activity History PDF.
The Direct Report summary PDF will contain all the information contained on the Direct Report's Information tab as well information for their Supervisor. The Activity History PDF will contain the Worker's Activity History all the way back to their account creation.
If the Worker has their own Direct Reports, there is an additional download available through the Their Direct Reports tab, which includes a list of those Direct Reports. The download is available as either a PDF or CSV.
Workers who do not have a Supervisor listed will not see a box with the information for a Supervisor on their Worker dash. Likewise, Workers who do not have any Direct Reports will not see a box for Direct Reports on their Worker dash.
Assigning A Supervisor
To assign a Supervisor, start on your Admin dash and open your Workers component from your Administration toolbox. From your Worker List, click into the Worker you want to assign a Supervisor.
In the Worker Detail screen, you will see a field called Supervisor. Click into the field and begin typing the name of the Worker you want to be listed as the Supervisor. The system will auto-generate the names of any Workers in your organization who match what you have typed. Select the Worker from the options generated.
Once you've selected the appropriate Worker, the Worker Detail screen will display a Supervisor for that Worker.
After you have finished making the changes you want to the Worker Detail screen, make sure you hit Save Worker in the top right corner of your screen!
A Worker's Supervisor will be listed in both the Worker List and the Extended Worker List downloads in the Worker component.
Why is a Supervisor not assigned in Positions & Roles?
While it might seem like it would be something you would do through Positions & Roles, the assignment of a Supervisor is actually done in the Workers component.
This is because while one Position might ordinarily report to another Position, sometimes within organizations Workers can be divided into teams that are responsible to different individuals. For instance, if an organization has a Position of Labourer and has 500 Workers in that same Position, they may want to be able to divide those Labourers into groups without creating unique Positions for each group.
Having a Supervisor listed by the individual offers flexibility in reporting without the complication of changing assignments and permissions with every change of project.
Need Help?
Those are the basics of the Direct Reports and Supervisors functionality in Workhub. If you run into any trouble or if you have any questions, you can always contact our Support Centre for assistance. You can click the orange question mark Help Chat button in the bottom left corner of your screen for chat support.
You can also email our Support Centre at [email protected].
Finally, if your account is on a paid plan, you can also call in for phone support. The number for our Support Centre is 1-888-668-6403.