Overview: Managers in Buddy Punch are upgraded employees with permissions to manage time, scheduling, and availability for specific employees. This article covers how to assign manager roles and set their permissions.
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:
Upgrade An Employee To Manager
Start by clicking Employees in the top navigation followed by View next to the name of the user you want to upgrade to Manager:
In the profile, click the Edit button located in the top right-hand corner:
Scroll down and check the box next to Manager:
Save once done.
If you go back to your Employee list, you'll see that they are now listed as a Manager:
Assign Time Permissions
Managers can be given the following time permissions over employees:
None | View | Approval |
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 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 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. |
Start by clicking Employees in the top navigation followed by View next to the name of the Manager who you'd like to assign employees:
In their profile, select Employees assigned from the left-hand menu. Once at the Employees assigned section, click the Edit Assignment button:
Here you can assign Time Permissions (and other available permissions) on a per-user basis:
Save when done.
Assign Scheduling Permissions
Managers can be given the following scheduling permissions over employees:
None | View | Edit & Publish |
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 permissions allow a Manager to view schedules for those they're assigned. They cannot edit or publish schedules, only view them.
| 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. |
Start by clicking Employees in the top navigation followed by View next to the name of the Manager who you'd like to assign employees:
In their profile, select Employees assigned from the left-hand menu. Once at the Employees assigned section, click the Edit Assignment button:
Here you can assign Schedule Permissions (and other available permissions) on a per-user basis:
Save when done.
Important: Don't see schedule or availability permissions? You can enable scheduling by going to Settings --> Scheduling and Availability from the same page.
Assign Availability Permissions
Managers can be given the following availability permissions over employees:
None | View | Edit |
The None permission option means that a Manager will not be able to view, create, edit or delete availability. | View permissions allow a Manager to view assigned employee's availability information. They are not able to edit or delete availability.
| Edit permissions allow a Manager to create, edit, and delete assigned employees' availability. |
Start by clicking Employees in the top navigation followed by View next to the name of the Manager who you'd like to assign employees:
In their profile, select Employees assigned from the left-hand menu. Once at the Employees assigned section, click the Edit Assignment button:
Here you can assign Schedule Permissions (and other available permissions) on a per-user basis:
Save when done.
Important: Don't see availability permissions? You can enable availability by going to Settings --> Scheduling. Availability is part of the scheduling feature. If you don't have scheduling on your account, the availability option will not be available.
FAQ
Q: Can managers add new employees?
A: No, adding new employees can impact plans and pricing, so only Administrators can 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 "Upgrade An Employee To Manager" section for help upgrading.
Q: Can managers update billing information?
A: Managers are unable to access account settings and therefore are unable to update billing or plan information.