Does anyone have a template for supervisors to review their team's time and money spent in training?

Dana L. M.

Does anyone have a template for supervisors to review their team's time and money spent in training?

I would like to create a form for staff to fill out with this information, but then be able to have each supervisor view their team only. I want to use it as an easy way for supervisors to see this information to be able to make decisions around who should be sent to trainings.

PeggyLang

You could create a report filtered by 'current user' for the supervisors.
If your worksheet that collects data from the form does not request/require staff to enter supervisor, you could have an index/match in the worksheet to pull supervisor from a master data source.

ChristianFinke

Hey @Dana L. M.

We've created similar solutions before. If you want to set this up yourself here is what I would do:

Create a Form: Set up a form where staff log their time and money spent on training. Be sure to include a field for their supervisor's name.
Use a Report for Supervisors: Create a report filtered by “Current User.” This way, each supervisor only sees their team’s data when they log in.
Automate Data with INDEX/MATCH (if needed): If you have a master sheet with staff-supervisor assignments, you can use INDEX/MATCH formulas to automatically assign the right supervisor.

This setup will give supervisors a clean view to make decisions about future training.

If you need help getting it all running smoothly, see my signature!