If you are an Admin user, you have the ability to create Manager accounts. These accounts have higher access to the system without having full, unrestricted access. When you create a Manager, you are able to assign what permissions you would like them to have. Below are the permissions available and what each does.
Create and edit rotas for locations they manage | Allows the Manager to create, edit, and delete shifts on any rota (Location) they are assigned to manage.
|
Approve or deny shift swaps and shift drops | Allows the Manager to receive shift swap and shift drop requests from staff at any Location they manage and approve or deny them.
|
Manage leave and approve leave requests for others | Allows the Manager to receive leave requests from staff at any Location they manage and approve or deny their request. They can also manually add leave to any employee or fellow Manager on the Location(s) they manage with the exception of themselves.
|
Manually add leave to themselves | Allows the Manager to immediately add their own leave for themselves without approval by anyone else.
|
Manage leave embargoes | Allows the Manager to create, edit, and delete leave embargoes. (Only employees at Locations that they manage can be embargoed by the Manager).
|
Add employees and manage basic information (email, locations, roles, allowances, etc) | Allows the Manager to create a new employee, add personal information to the employee's profile, send an invite, and add Locations*, Roles and leave allowances to that employee.
|
View and edit employee salary information | Allows the Manager to view their employees’ wage/salary information in their profile (and costs on Rotas, Reports pages dependent on permissions).
|
Manage timesheets and view payroll reports | Allows the Manager to view their staff’s timesheets and make edits and approvals to them. (No wage/salary information is present on this timesheet, only hours worked). |
Manage employees payroll | Allows the Manager to use the ‘Go To Payroll’ link on their staff’s timesheets, and view their payroll information. (Requires ‘View and edit employee salary information’ and ‘Manage timesheets and view payroll reports’ to work correctly). |
Manage roles | Allows the Manager to create, edit, and delete Roles via the Company → Roles page. |
View reports | Allows the Manager to use the Reports tab to view and generate reports. (Only employees at Locations they manage will be included, and no cost/salary data will be visible unless ‘View and edit employee salary information’ is enabled). |
*Managers can only assign employees to work at the Locations they manage.
To learn how to create Manager users and set up their permissions, click here.