Firm: Heightened Supervision Reps

Firm: Heightened Supervision Reps

Classify Rep as a 'Heightened Supervision' (or remove from list)

  1. Firm has the chance to classify as Heightened Supervision during the PreHire/Onboarding steps -OR-
  2. Any time: Employees > Rt-Click Rep Name > EDIT
    1. Scroll down to Heightened Supervision section > Check the Heightened Supervision box + add details


Heightened Supervision Reviews


  1. Shortcut:  Command Center Dashboard > Heightened Supervision >30 Days   -OR-   
  2. Direct:  Employees > Heightened Supervision
  3. Report will show RED if it has been 30+ days since the last Heightened Supervision Review
  4. Click [Add Review] button to access the review form

Heightened Supervision Review Form


  1. Shortcut: [Add Review] button (addressed above)  -OR-  Directly: Heightened Supervision > Heightened Supervision Review Form (or Report)
  2. Review Info
    1. Date: Automatically adds today's date, but can be edited to accurate date of review
    2. Reviewer: Name of person responsible for, and performing review
  3. Review: What is being reviewed. Firm can review for 1 or many different things.
    1. Compass provides a drop-down of the most commonly reviewed items
  4. Area to add review notes

Heightened Supervision Review Report

  1. Compass provides Log of all reviews performed, and is able to be printed or downloaded in a number of formats
  2. A PDF of the individual review details can be printed/saved at any time by Rt-Click Review > PRINT
Heightened Supervision Review



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