Determine what each of your managers can see, approve, create and more.
Settings > Manager Permissions
Before you start adding more managers to your account, it is a good idea to review their permissions. Like staff permissions, manager permissions are stored centrally as profile, and each manager is then set to one.
You might have a manager permission profile setup for your payroll officer – with access to everything including exports, but with no notifications when a staff makes a leave request; and then a ‘Location manager‘ profile for normal managers who only have access to rostering, timesheets and leave approvals. In general it’s also good to ensure that no one has extra access to make fundamental changes to the structure of your account.
Manager permissions can be managed from thepage of your account.
Your account will come with access for ‘Super Managers’ who have complete access, and a common second permission set called ‘Manager’.
When reviewing profiles, each permission and the possible settings should be considered carefully.
Any setting with a * next to it is only applicable to company wide managers.
At a high level, this indicates the name and ID of the permission set, but also whether the manager should have access to the Settings, System Logs, Reports and Billing menus on the account.
System Logs refers to pages within other sections, like Rostering > Shift History and Payroll & Leave > Leave Balance History, which provide a historical record of aspects of the account.
Of special importance in Core HR is what control the manager has over staff records, their cost visibility, and whether they can see the list of managers or not.
The control over the organisational structure of the business, like locations and roles is also here, along with custom objects in your account, and access to communication menus with staff.
Under the ‘Staff Information Access’ field, choosing either option that specifies ‘+ extra fields’ will allow the manager to then be given ‘Custom Access’ toward each Object Group displayed in Core HR. This means for each tab/Object Group on a staff record they can be given ‘View & Edit’, ‘View only’ or no access at all.
Determine how much control a manager should have when rostering, whether they can bypass alerts or are blocked until a higher manager passes it for them, or they resolve it.
Tip: Hide Shifts – Managers who are given ‘View only’ access to rosters can also have their view access limited to certain shifts. After changing their access to ‘View only’, select ‘Hide shifts with specific custom data’ to stop those managers from seeing shifts which have been tagged in a certain way.
Time & attendance
Attendance screen refers to whether they can access the Time Clock with their login.
You can also determine how much access they have to timesheets, including whether they can only pre-authorise timesheets, or can’t authorise their own.
Payroll & leave
Give Managers access to only certain pay schedules, or none at all.
Determine what action they can take against leave and for which staff permissions, along with which staff they’re notified about.
Onboarding & workflows
Enables the manager to edit the underlying templates of workflows and contracts.
Determine what the manager should be notified about, whether they require emails about rosters, shift changes, messages and billing etc.
The ‘No show’ setting allows managers to receive a notification for any staff that don’t show up within the set amount of time from the start of their shift.