All Collections
User Management
Upgrading an Employee to Manager and Assigning Employees
Upgrading an Employee to Manager and Assigning Employees

You can upgrade an employee to manager status directly from within their profile.

Rachel avatar
Written by Rachel
Updated over a week ago

Overview: Managers are upgraded Employees. They can be upgraded from within their user profile. Once a Manager has been upgraded, you can then give them either View or Approval permissions over other Employees.

Instructions:

Additional Resources:


Upgrading A User To Manager

1. Start by clicking Employees in the top navigation:

2. Click View next to the name of the user you want to upgrade to Manager:

3. In the profile, click the Edit button located in the top right-hand corner:

4. Scroll down and check the box next to Manager:

5. Save once done.

If you go back to your Employee list, you'll see that they are now listed as a Manager:


Assigning Employees To A Manager

1. Start by clicking Employees in the top navigation:

2. Click View next to the name of the Manager who you'd like to assign employees to:

3. Once in their profile, select Employees assigned from the left-hand menu:

4. Once at the Employees assigned section, click the Edit Assignment button:

5. Here you can assign the following individual permissions:

  • Approval: Approval permissions allow a Manager to view and edit time cards or time off information. Pending approvals will be sent to the Manager for review.

  • View: View permissions only allows a Manager to view time cards or time off information. They will not be able to approve any pending requests or edit time/time off.

  • None: None permissions means a Manager has no permissions over the individual. They cannot view their time card or time off information.

6. Save once done.


FAQ:

Q: Why don't I see the Employees assigned option in the left-hand menu?

A: If you don't see the Employees assigned option, it means the user hasn't been upgraded to Manager yet. Please refer to the "Upgrading A User To Manager" section for help upgrading.

Did this answer your question?