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    How to create a new Supervision Template in Cloud

    Kieran Worth

    The Supervision Templates feature in the Care Control HR App allows you to create and manage custom templates for staff and supervisor supervisions. These templates form the structure of supervision meetings, enabling managers to design standardised, repeatable forms that capture key information across all staff reviews.

    This guide walks you through the full process of creating a supervision template — from opening the HR App and accessing Supervision Templates, to adding questions, setting mandatory fields, choosing question types, and assigning whether each question is completed by staff or supervisors. You’ll also learn how to add a variety of question styles including text fields, yes/no questions, rating scales, and drop-down selections, providing flexibility for all supervision formats.

    Using the Supervision Template creator ensures every meeting follows a structured format, supports consistent staff performance monitoring, and maintains clear documentation for compliance and quality assurance. Templates can be reused, updated, and expanded as supervision needs evolve, helping streamline the HR process and maintain high standards across your organisation.

    Interactive Guide

    Text based guide

    Enter the HR App

     

    Click Visit under Supervisions

     

    Open Supervision Templates

     

    Click Create Template

     

    Enter the name for the template in the box

     

    Click Continue

     

    Add your initial question: enter the question text in this box

     

    Tick this box if the question is mandatory

     

    Use this drop-down to decide if the question is for staff or supervisors to complete

     

    For this question, select Staff

     

    Choose the question type from this drop-down

     

    Select a text option (e.g., Short Text allows up to 255 characters)

     

    Click Save when you are happy with the question

     

    Add further questions by clicking Add Question

     

    Create a Yes/No question (staff can select only Yes or No)

     

    Click Save to add the new question

     

    Add another question to flesh out the supervision

     

    Create a score-out-of-5 question (or out of 10) for scale responses

     

    Click Save when finished with the question

     

    Add a drop-down selection question

     

    Choose “Drop Down” from the list

     

    Enter all selectable answers in this box — separate each answer with a comma

     

    Click Save when finished

     

    Create a supervisor-only question (only the supervisor can complete it)

     

    In the “Question For” section, open the drop-down

     

    Choose “Supervisor” from the list

     

    Select “Memo Text” for the question type (free text with no character limit)

     

    Click Save when finished

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