Adding Manager Access

Adding Manager Access

There are two separate ways to give a Manager access to Employees: 

1.   To make a Manager the Reports To of certain employees, you must assign that Employee as the Manager in the Employee Profile. 
  1. Navigate to Team > My Team > Employee Information
  2. Go to the Employee Profile and click on Managers in the Jump To Menu on the left - this is typically on the Payroll tab.  

 



  1. Search for the manager name by using the magnifying glass and Save the record.

 


2.  To give a manager access to all employees or employees of a certain group (even those that they are not set as the manager),  you must add them in the Group Permissions.

  1. Navigate to Settings Tab > Global Setup > Groups > Edit
  2. Click on the edit Pencil next to the Group Name that you want to add them as the Manager of. 

 

 

  1. Click on View Group Permissions in the top right corner and then Add Manager in the next screen.

 
      



  1. Select the Manager you want to add in the Manager box and then select all the check boxes to add the various permissions.  Click ADD in the bottom right once completed.

 


  1. Once a manager has been added, you will see them in the left under Group Managers and the employees in this group under Members In Group.






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