Where can I assign Managers to Employees?
This can be done both within the Staff module or within the Time-Off module. Below find the instructions for the Time-Off Module. (Staff option can be found here)
To Assign Manager(s) to an Employee:
- Time-Off module
- Manage Users
- User List
- Select Employee
- Edit User Settings
- Management tab
- Edit
- Select Manager(s) who will manage the User*
- Save
The Email box means that the manager will receive a pending approval email when the user in question submit a request.
The Auto Approve box is used if you want your Manager to be able to do a request on behalf of their employee and having that request automatically approved.
To Assign Employee(s) to a Manager:
The Auto Approve box is used if you want your Manager to be able to do a request on behalf of their employee and having that request automatically approved.
- Time-Off module
- Manage Users
- User List
- Select Manager
- Edit User Settings
- Management tab
- Edit
- Select User(s) who will report to this Manager*
- Save
*Substitute Managers - If the Substitute Managers option has been enabled for this account, leaving the Email box unchecked for a Manager will make them a Substitute Manager. These Managers will only receive an email notification for a time-off request when all main Managers are away on that particular day.
Managers can also be assigned by the Import/Update by CSV function in Staff
Managers can also be assigned by the Import/Update by CSV function in Staff