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.