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User Management

Managers can be assigned to employees through the Time-Off or Staff module. In the Time-Off module, use the Manage Users section to assign Managers to Employees or vice versa via the Management tab.

Where can I assign Managers to Employees?  
 
Managers can be assigned to employees through either the Staff module or the Time-Off module. This article explains how to do it in the Time-Off module.
 

To Assign Manager(s) to an Employee:

  1. Navigate to Time-Off module → Manage Users → User List.
  2. Select the Employee you want to assign a manager to.
  3. Click Edit User Settings → Management tab → Edit.
  4. Select the Manager(s) who will manage the user.
  5. Save your changes.
  • Email box: Manager receives approval emails when the employee submits a request.
  • Auto Approve: Manager can submit requests on behalf of the employee and have them auto-approved.

To Assign Employee(s) to a Manager:

  1. Navigate to Time-Off module → Manage Users → User List.
  2. Select the Manager.
  3. Click Edit User Settings → Management tab → Edit.
  4. Select the Employee(s) who will report to this manager.
  5. Save your changes.
  • Substitute Managers: If enabled, leaving the Email box unchecked makes the manager a substitute. They only receive notifications when all main managers are away. Substitute Managers
  • Bulk Assignment: Managers can also be assigned using Import/Update by CSV in the Staff module.