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3. How do I set managers and supervisors?

Managers & supervisors3:43

"How do I set managers and supervisors?"

A person's manager can never be set to empty, but you can change it anytime.

To change a person's manager:

  1. First, select the person on: "Menu", then "People"
  2. Then tap: "Settings", then "Job settings"
  3. Then select the new manager.
  4. And tap: Save
  5. Alternatively, if the manager you want isn't showing in the list.
  6. Either, tap: Add yourself, or tap: Add (at the bottom)
  7. Once it slides out on the right, tap: "Turn on as a manager"
  8. After it reloads, the new manager is added to the list.
  9. And finally, select them, and tap: Save

Keep in mind that:

  • All time off requests are automatically sent to the manager.
  • When a new person's first invited to have a login, a manager is automatically set. It's set to the person who sent the login invite.
  • You can always change their manager to a different person later.
  • Also, people who don't have admin permissions can still be managers.
  • But only admins can change who's managing who.

Now, switching person. You're now logged in as a manager with no admin permissions.

To see a list of all people you're managing:

  1. First, open yourself on: "Menu", then "Me"
  2. Then tap: "Settings", then "Roles"
  3. And finally, you can see all people you're managing.

To see what a manager has access to:

  1. First, open one of the people you're managing on: "Menu", then "People"
  2. A manager, without admin permissions, can only see four things about the people that're managed or supervised by them.
  3. First, the manager can see the person's contact info.
  4. Second, the manager can see the person's "Self onboarded" info (although some are grayed out for privacy reasons).
  5. Third, the manager can see all the person's "Attendance" reports, when the manager taps: Attendance (at the top)
  6. Including setting both "Done time" and "Planned time" in timesheets.
  7. And finally, fourth, the manager can see all the person's time off info, when the manager taps: Time off (at the top)

You may notice:

  • That all four things are also available to the supervisors, except supervisors don't see time off.

Now, switching person. You're now logged in as a person who's got org admin permissions.

To set a person's supervisor:

  1. First, select the person on: "Menu", then "People"
  2. Then tap: "Settings", then "Job settings"
  3. Then scroll down and select the new supervisor.
  4. You can set up to two supervisors.
  5. And finally, tap: Save

Also remember that:

  • In contrast to managers, supervisors are completely optional. You don't have to set them.
  • Also, supervisors don't show up in the: "Management org chart"
  • And you can only set a maximum of two supervisors for each person, or you can always leave it empty.

And that's it! That's everything you need to know about setting managers and supervisors!

Updated: Sat, Feb 24, 2024.

© 2020–2024 1st Money UK Holdings Ltd. All rights reserved.
www.1st.money/help/People/3._How_do_I_set_managers_and_supervisors