Supervisor

Full project control for the highest project-level role.

This walkthrough uses the seeded active MK-SAFENET project because it exposes the widest supervisor surface: review work, quick entries, autofill, team management, funding breakpoints, monthly reports, and payout exports.

Overview Authentication Superadmin Manager Employee

Supervisor Workflow Summary

  1. Start from the dashboard for project shortcuts and review-oriented summaries.
  2. Open a project overview to confirm which workspace branch you need.
  3. Use timesheets for row-based review and delegated approved entries.
  4. Use quick entries for spreadsheet-style month work and bulk approval.
  5. Use autofill for month-scoped generated entry distribution.
  6. Use settings pages for metadata, members, work packages, fundings, and reports.

Task Recipe

Review A Project Member’s Submitted Work

This is the core supervisor workflow for day-to-day project oversight.

  1. Open the project’s /timesheets page.
  2. Set the Project member filter to the target user or keep All members for broader review.
  3. Use the workspace counters to understand submitted, approved, and rejected totals for the current scope.
  4. Inspect the grid rows that need action.
  5. Use the row-level review actions or move into quick entries if the month needs spreadsheet-style handling.

Task Recipe

Add A Member To The Project

Use this when a new person needs access to the project or an existing global account needs to be attached to the project team.

  1. Open /projects/.../settings/members.
  2. Use Add new to open the add-member dialog.
  3. Enter the target email and use Find.
  4. If the user already exists, continue with the role and labor-role setup.
  5. If the user does not exist, continue through the invite path and complete the required fields.
  6. Save the membership and verify that the person appears in the members grid.

Task Recipe

Generate Monthly And Payout Reports

Supervisors own the full reporting surface for the project.

  1. Open /settings/monthly-reports when you need a member-month report version.
  2. Select the project member and report month, apply filters, and use Generate version.
  3. Open /settings/payout-reports when you need the full-project payout export.
  4. Use Generate export to create the project-wide payout file over the full project range.

Dashboard

The supervisor dashboard mixes personal context with review-first project shortcuts. In a real onboarding session, this is the best place to explain how a supervisor enters the correct project workspace without memorizing every route.

Route/dashboard
Main actionsOpen timesheets, review timesheets, open project overview

What You Can Do Here

  • Review current dashboard summaries before entering a project.
  • Jump directly into open timesheets or review-focused project work.
  • Navigate into a project overview from the dashboard cards.
Click the screenshot to open it full screen.

Calendar

The calendar is the month-level overview for work context. It helps explain how the app frames time by month before users move into page-specific timesheet work.

Route/calendar
Main actionsNavigate across months and review calendar context

What You Can Do Here

  • Move between months with the previous and next controls.
  • See project context while remaining in the organization-wide calendar view.
  • Use the page as a month-orientation surface before entering time-related workspaces.
Click the screenshot to open it full screen.

Project Overview

Opening a project from the sidebar lands on the project overview. This page is the supervisor’s project hub: it confirms which project is open and shows the local project navigation for timesheets, quick entries, autofill, and settings.

Route/projects/project_mk_safenet
Use whenOrienting inside a project before choosing a workspace branch

What You Can Do Here

  • Confirm that the correct project is open.
  • Use the project navigation links to move into review and settings work.
  • Check high-level project context before editing team or timeline data.
Click the screenshot to open it full screen.

Timesheets Review

This is the main row-based review workspace for supervisors. It is not only a read-only list. It is the page for filtering member entries, switching between focused and all-members review, reading month-level counters, and creating delegated approved entries.

Route/projects/project_mk_safenet/timesheets
Main actionsApply filters, choose project member, Add approved entry, row-level review actions

What You Can Do Here

  • Review the selected member’s month summary with logged, submitted, approved, and rejected totals.
  • Switch the Project member filter to a specific person or to All members.
  • Use the page as the review surface for a whole project rather than for only one employee.
  • Create a delegated approved entry from the same page.
  • Use row-level actions for review work such as approval, rejection, edit, and delete where the current row allows them.
  • Stay inside the project context while moving between members and months.
  • Use the page as the main “review queue” even though the app does not expose a separate approvals page.

Typical Use Cases

  1. Open the timesheets page for the target project.
  2. Choose a specific member when you need focused review, or keep All members for broad scanning.
  3. Review the counters and grid state.
  4. Use the delegated entry action or row-level actions as needed.
Click the screenshot to open it full screen.

Quick Entries

Quick entries is the spreadsheet-style month grid for project-member entry work. For supervisors, this page is both a data-entry surface and a bulk-review surface because it combines the month grid with the project-member selector and bulk approval control.

Route/projects/project_mk_safenet/quick-entries
Main actionsChoose month, choose project member, edit cells, approve all unapproved entries

What You Can Do Here

  • Switch the month using the dedicated month picker.
  • Switch the project member whose month grid is shown.
  • Edit grid cells directly with spreadsheet-style keyboard navigation.
  • See blocked days and remaining-hours cues inside the month grid.
  • Use the bulk action to approve all unapproved entries for the selected member and month.
  • Use it as the best page for month-level cleanup when many cells need to be reviewed together.
Click the screenshot to open it full screen.

Autofill

Autofill is a dedicated page rather than an inline side tool. For supervisors, the page combines member selection, month selection, work-package targeting, and the month total that should be distributed by the autofill logic.

Route/projects/project_mk_safenet/timesheets/autofill
Main actionsChoose member, choose month, select work package, preview, apply

What You Can Do Here

  • Select the project member whose month should receive generated entries.
  • Choose the target month for the autofill run.
  • Select the work package that should receive the generated hours.
  • Preview the generated spread before applying it.
  • Apply the autofill run when the preview and totals look correct.
Click the screenshot to open it full screen.

Basic Info

The basic-info page is the project metadata and lifecycle control surface. Supervisors use it when project state or project-level configuration needs to change.

Route/projects/project_mk_safenet/settings/basic-info
Main actionsSave changes, Mark completed, Archive project

What You Can Do Here

  • Edit the core project metadata fields shown on the page.
  • Save metadata changes from the workspace settings form.
  • Move the project into completed or archived state from the lifecycle controls.
Click the screenshot to open it full screen.

Members

The members page is the team-management grid for the project. It combines filterable team visibility with member onboarding and role-management actions.

Route/projects/project_mk_safenet/settings/members
Main actionsSearch, filter by operational role, Add new, row-level member actions

What You Can Do Here

  • Filter the roster before paging through the team list.
  • Review current operational role and labor-role state for each member.
  • Start the add-member flow from the dedicated button.
  • Use row-level actions for member-specific maintenance.
  • Use the page as the place to confirm who is currently in scope for project review and reporting.
Click the screenshot to open it full screen.

Add Member Dialog

The add-member flow begins narrowly with an email lookup. This is important operationally because the flow first checks whether the email belongs to an existing global user before exposing the rest of the role and invite path.

EntryMembers page → Add new
PurposeReuse an existing user or start a new invite

What You Can Do Here

  • Enter the target email address.
  • Use Find to branch into the existing-user or invited-user path.
  • Continue into role and labor-role setup after the email lookup resolves.
Click the screenshot to open it full screen.

Fundings

The fundings page is supervisor-only. It is the timeline registry for effective-month funding breakpoints and one of the most important project-configuration surfaces.

Route/projects/project_mk_safenet/settings/fundings
Main actionsReview existing breakpoints and add new ones

What You Can Do Here

  • See the project range alongside the effective-month funding rows.
  • Review how many sources and payout sources exist for each breakpoint.
  • Add a new breakpoint to change funding composition in later months.
Click the screenshot to open it full screen.

Monthly Reports

Monthly reports are member-and-month scoped. This page is where supervisors check version history and create a new report version for a selected person and month.

Route/projects/project_mk_safenet/settings/monthly-reports
Main actionsChoose project member, choose month, apply filters, Generate version

What You Can Do Here

  • Choose the member whose report history should be shown.
  • Choose the report month being reviewed or generated.
  • Apply filters to focus the version history table.
  • Generate a new version when approved entries exist for the selected scope.
Click the screenshot to open it full screen.

Payout Reports

The payout-report page is the full-project export surface. Unlike monthly reports, it is not filtered by one member-month pair. It exists to generate the project-wide export over the full project range.

Route/projects/project_mk_safenet/settings/payout-reports
Main actionGenerate export

What You Can Do Here

  • Review whether an export already exists.
  • See the fixed project range that payout generation will cover.
  • Generate a new full-project payout export.
  • Review the resulting export history table when files exist.
Click the screenshot to open it full screen.