What managers can see
Managers work inside their own locations. Here is exactly where that boundary applies.
Admins see the whole company. A manager's reach is the set of locations they are assigned to. A person is in a manager's reach when the two share at least one assigned location. A manager assigned to no location reaches nobody but themselves.
Assign a manager to locations#
- 1
Open the person's Employment tab
As an admin, open Employees, select View Profile on the person's row, then the Employment tab. The tab is listed while Payroll is on in Modules. With it off, open the person's profile and replace
personalat the end of the address withemployment. - 2
Tick the locations
Select Edit. Under Work locations, tick every location the person works at. The star marks the primary one: the person's main location, whose managers are told about their leave, time off in lieu and availability requests.
- 3
Save
Select Save Changes. It stores everything in the dialog.
Where the boundary applies#
| Area | What a manager gets |
|---|---|
| Dashboard | Figures for their locations only |
| Timesheets and the review queue | Their locations. They approve, reject, edit, add or delete only there |
| Who's in | The people of their locations. They can start a shift for someone only there. Someone on the clock at a location that is not theirs is left off the list, unless they are still expected at one of the manager's own that day |
| Schedules | Shifts at their locations only. A person's shifts at another location are not shown, even when that person also works at one of theirs |
| Leave, availability changes, time off in lieu | They see and decide requests of people in reach only |
| Shift swaps | They approve or decline only when the shift is at one of their locations |
| Reports, on Pro | Their locations only |
| Employees list | The whole company: name, email, phone, role, status, employment type and start date |
| A person's profile | In reach: also the overtime switch, the last four characters of the Social Security Number and the work permit document. Out of reach: what any coworker gets |
| Locations list | Every location. They change only their own: name, address, areas and the Scheduling tab. Another location shows a note that it is not one of theirs |
| Other people's pay and labour cost | Hidden, unless the cost switch below is on |
A notification meant for managers goes to every admin and only to the managers assigned to the location concerned. For a leave, time off in lieu or availability request, that is the person's main location. No setting widens this. One type is narrower: see Notification settings.
A manager can release the registered phone of an employee in reach. See One phone per person: device binding.
A manager's own records#
A manager can look at their own timesheets but never approves, rejects, edits, adds or deletes one: an admin or another manager does that. A manager cannot approve or reject their own leave request either. A manager also never decides their own overtime, availability change or time off in lieu request, never approves or declines a swap they are part of, and cannot add, change or delete their own shifts with the schedule tools.
The location switcher#
On the web, the pin control in the top bar sets one location for pages such as Dashboard, Timesheets and Schedules. All Locations is the default.
On the phone, the location filter offers a manager only their own locations.
Three switches that change a manager's reach#
All three are under Settings, Manager permissions, which only an admin can open. They are off until an admin turns them on.
- Allow managers to see data beyond their own location: a manager then sees across all locations what they otherwise see only at their own: timesheets and the review queue, shifts, the dashboard, reports, profiles and leave lists. The Locations list stays as it is. It widens seeing, not changing. Editing or approving timesheets, starting a shift for someone, editing a profile, changing shifts, deciding swaps, editing a location, inviting someone to it and releasing a phone all stay limited to assigned locations. Two things do widen with it. Requests: a manager can then approve or reject leave, availability changes and time off in lieu for anyone, and cancel anyone's approved leave. Availability: a manager can then set or remove anyone's availability for all locations, withdraw anyone's waiting one-off change, and send availability reminders to anyone.
- Allow managers to edit schedules: while off, a manager cannot add, change or delete any shift. On, a manager can at assigned locations only. Shifts elsewhere stay read-only.
- Managers can see costs for all roles: on, a manager sees other people's pay rates, pay amounts and labour cost. One person's pay is shown only for people in reach, or for everyone while the first switch is on as well.
What stays admin-only#
Settings and Payroll. Adding or deactivating a location, its GPS point, radius and NFC tags, and its clock-in and timesheet rules. Assigning locations, changing a role or other employment details, disabling or enabling a person, erasing a person's data, and inviting a former employee back. Inviting anyone as a manager or admin.
The full list is in Roles and permissions. Missing a button? See I can't see a button or page someone else has.
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