Assign managers to technicians and office employees

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Overview

If your business is segmented into teams, you can assign managers to employees, both technicians and office employees. Managers can review, edit, and approve payroll for their team.


Who uses this feature

  • Administrators

Feature configuration

Things to know

  • Assigning managers is optional. If you don’t assign a manager, administrators can review payroll for all employees.

  • Managers can only view payroll for the employees assigned to them. Administrators can view payroll for all employees.

  • Only office employees can be assigned as managers.

Assign managers to technicians

  1. Go to the top toolbar and click SettingsA simple icon representing a settings gear. .

  2. In the side panel, go to People > Technicians.

  3. From the Technicians screen that opens, click Edit for the technician you want to assign a manager to.
    List of technicians with profiles, names, and actions for editing their details.

  4. In the Profile tab under the Human Resources section, click the Manager dropdown and select a manager to assign.
    Interface for entering HR details, highlighting manager selection dropdown.

  5. When finished, click Save Changes.

Assign managers to office employees

Office Timesheets requires account configuration. To update your account, please contact your success or implementation manager.

To assign a manager to an office employee:

  1. Go to the top toolbar and click SettingsA simple icon representing a settings gear..

  2. In the side panel, go to People > Employees.

  3. From the Employees screen that opens, click Edit for the office employee you want to assign a manager to.
    Employee management interface showing profiles, usernames, roles, and edit options for users.

  4. Click the Payroll tab.

  5. Under the Hourly Pay section, click the Manager dropdown and select a manager to assign.
    Form fields for employee hourly pay, including manager selection and payroll frequency options.

  6. When finished, click Save Changes.

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