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:

Upgrading A User To Manager

Assigning Employees To A Manager

Additional Resources:

FAQ

Related Articles

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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:

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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.

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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.

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How do I remove an accrual entry?

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