To establish an employee as a manager, follow these steps: Navigate to Settings, then select People. Click Edit next to the employee’s name to view their profile. Scroll down to the Employment Details section and define the role as Manager.
Once the manager role is assigned, you need to set the appropriate permissions to control their access level. This is done by clicking Settings on the left menu, then selecting Manager Permissions. For each category, you can configure permissions as follows:
- View & Edit: The manager can both view and edit the category.
- View Only: The manager can only view the category but cannot make edits.
- No Access: The manager has no access to the category.
By carefully setting these permissions in Manager Permissions, you can ensure that managers have the appropriate level of access to perform their duties effectively.
Navigate to Settings > Manager Permissions
To ensure that manager permissions work correctly, the manager and the employee(s) they need to manage must both be assigned to the same department. Managers will not be able to see or manage any employees who are not assigned to a common department.
Departments are assigned to managers and employees by one of two methods:
- Navigate to the employee profile, click inside the departments section, and select the departments they are to be assigned to.
- Click on Departments on the left navigation menu, then either add new departments or add employees/managers to an existing department by clicking View on the department tile and assigning employees directly.
Permissions Configuration:
Jobs:
- View and Edit: Managers can view all job information, edit existing jobs, and create new jobs.
- View Only: Managers can see all job information but cannot add or edit any job details.
- No Access: Managers cannot access job information.
Locations:
- View and Edit: Managers can view and manage existing locations, and set up new locations.
- View Only: Managers can see all location information but cannot add or edit any location details.
- No Access: Managers cannot access location information.
Departments:
- View and Edit: Managers can view and manage existing departments, and set up new departments.
- View Only: Managers can see all department information but cannot add or edit any department details.
- No Access: Managers cannot access department information.
- Note: Managers and employees must be assigned to the same department for permissions to work correctly.
Employees:
- View and Edit: Managers can view and manage existing employees, and set up new employees.
- View Only: Managers can see all employee information but cannot add or edit any employee details.
- No Access: Managers cannot access employee information.
Schedules:
- View and Edit: Managers can view and manage existing schedules, and set up new schedules.
- View Only: Managers can see all schedule information but cannot add or edit any schedule details.
- No Access: Managers cannot access schedule information.
Timesheets:
- View and Edit: Managers can view and edit timesheets.
- View Only: Managers can see timesheet information but cannot edit, delete, or add any time entries.
- No Access: Managers cannot access timesheet information.
By ensuring that managers and employees are assigned to the same department and configuring these permissions appropriately, you can effectively control access levels and maintain accurate management capabilities.
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