Overview: Managers are upgraded employees who can be given time, scheduling, and availability permissions over a subset of employees.

Important: By default, Managers can not view assigned employee pay rate information. If you'd like for them to view pay rate information, this can be enabled by going to Settings --> Pay Rates.

Instructions:

Upgrading An Employee To Manager

Assigning Time Permissions

Assigning Scheduling Permissions

Assigning Availability Permissions

Additional Resources:

FAQ

Related Articles

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Upgrading An Employee To Manager

1. Start by clicking Employees in the top navigation:

2. Once on the Employees page, click View next to the name of the user who you'd like to upgrade to Manager:

3. You'll then want to click Edit in the top right-hand corner of the profile:

4. Then check the box next to Manager and Save once done:

You'll be taken back to the employee's profile where you'll now see that they're set up with the Manager role:

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Assigning Time Permissions

Managers can be given the following time permissions over employees:

  • None: The None permission option means a Manager will not have any permissions over the employee. They will not be able to view or approve their time, time cards, or time off. They are not able to take action on pending approvals or run reports on an employee.

  • View: View permissions allow a Manager to view assigned employee's time cards and time off information. They are able to run reports on those they're assigned.

  • Approval: Approval permissions allow a Manager to approve time, time card, and time off requests. They can edit, delete and add new punches. They can also edit, delete and add time off. They are able to run reports on those they're assigned.

1. To assign time permissions start by visiting the Managers profile:

2. Once in the profile, select Employees assigned from the left-hand menu. At that section, click the Edit Assignment button:

3. Select the appropriate permissions per employee and Save once done:

You'll then be taken back to the Managers main profile page where you can quickly view assigned permissions:

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Assigning Scheduling Permissions

Managers can be given the following scheduling permissions over employees:

  • None: The None permission option means a Manager will not have any scheduling permissions over the employee. They will not be able to view or create shifts for the user.

  • View: View permissions allow a Manager to view schedules for those they're assigned. They cannot edit or publish schedules, only view them.

  • Edit & Publish: The Edit & Publish permissions allow a Manager to create, edit, and publish schedules for those they're assigned. They can notify employees of newly created shifts.

1. To assign scheduling permissions start by visiting the Managers profile:

2. Once in the profile, select Employees assigned from the left-hand menu. At that section, click the Edit Assignment button:

3. Select the appropriate permissions per employee and Save once done:

You'll then be taken back to the Managers main profile page where you can quickly view assigned permissions:

Important: Don't see schedule permissions? You can enable scheduling by going to Settings --> Scheduling.

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Assigning Availability Permissions

Managers can be given the following availability permissions over employees:

  • None: The None permission option means that a Manager will not be able to view, create, edit or delete availability.

  • View: View permissions allow a Manager to view assigned employee's availability information. They are not able to edit or delete availability.

  • Edit: Edit permissions allow a Manager to create, edit, and delete assigned employees' availability.

1. To assign availability permissions start by visiting the Managers profile:

2. Once in the profile, select Employees assigned from the left-hand menu. At that section, click the Edit Assignment button:

3. Select the appropriate permissions per employee and Save once done:

You'll then be taken back to the Managers main profile page where you can quickly view assigned permissions:

Important: Don't see availability permissions? You can enable availability by going to Settings --> Scheduling. Please know, availability is part of the scheduling feature. If you don't have scheduling on your account, the availability option will not be available.

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FAQ:

Q: Can Managers add new employees?

A: No, adding new employees can impact plans and pricing, so only Administrators are able to add new employees.

Q: Why don't I see scheduling or availability permissions in the Manager profile?

A: If you're not seeing scheduling or availability permissions in the Manager profile, then the features aren't enabled. They can be enabled by going to Settings --> Scheduling.

Q: Can Managers view pay rates?

A: No, by default Managers cannot view pay rates for those they're assigned. If you'd like for Managers to view pay rates, this can be enabled by going to Settings --> Pay Rates.

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 An Employee To Manager" section for help upgrading.

Related Articles:

How can I view an employee's schedule as a Manager or Administrator?
Approving or Rejecting a Time Card as Administrator or Manager

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