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Getting Started
  • Getting started as a supervisor
  • Getting started as a supervisee
  • Getting started as an HR admin
  • Getting started as an executive
  • Understanding roles and permissions
Sessions & Signing
  • How to log and sign a supervision session
  • Scheduling supervision sessions
  • AI-assisted session notes
  • Supervision types and the clinical form
  • Group and triadic sessions
Practice Hours
  • Logging practice hours
  • Approving and rejecting practice hours
State Rules & Compliance
  • How state rules work
  • Understanding your compliance dashboard
  • Compliance gaps and how to clear them
  • Assigning and attesting rules
  • Org rule overrides
  • Creating custom rules
  • Rule versions and drift
  • State coverage
Evidence Packages
  • Understanding evidence packages
  • Verifying an evidence package
  • The RI Clinical Supervision Form
Team & Roster
  • Managing your roster
  • Inviting your team
  • Reassigning supervisees
  • Leave status (on leave and PRN)
  • Bulk CSV import
Calendar & Integrations
  • Connecting your calendar
  • Using the calendar
  • Connecting Paycor
Billing & Plans
  • Plans and pricing
  • Managing your subscription
  • Enterprise plans
Account & Security
  • Securing your account with two-factor authentication
  • Managing your password and email
  • Your profile and credentials
  • Notification preferences
  • Closing your account
Audit Log
  • Reading the audit log
  • Exporting and retaining the audit log
  1. Docs
  2. Team & Roster

Team & Roster

Invites, roster management, reassignment, leave status, and CSV import.

Managing your roster
Inviting your team
Reassigning supervisees
Leave status (on leave and PRN)
Bulk CSV import
AuditHalo

Audit-ready supervision. Every hour, every state, every signature.

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