Articles on: Employees

Setting Managers, Team Managers and Administrators

For more information about the permissions each role has in the system, see our Permission Levels FAQs here.

Once you add an employee to TimeKeeper, a user account will be created for them. You may want to give that user more access, so we allow you to change user roles via the employee profile section.

Just follow these steps:

Go to the Employee Directory

Edit the relevant employee by clicking the pencil icon

How do I set a user as a manager?

Manager, team manager and administrator settings can be found under the 'Access & Permissions' tab. Choose which Additional Roles you'd like to give to this employee. You might also want your managers to set up Kiosks - you can toggle this setting on this tab too.

Setting additional roles

How to set a direct line manager

You may wish to set direct managers for your employees, who will receive their leave requests and 'forgotten clock in' notifications (otherwise these will go to the main administrator).

To set an employee's direct manager, head to the HR Information tab, and choose them from the dropdown. If they don't appear here, you'll need to follow the steps above to enable them as a 'Manager'.

How to set a team manager

Setting a user as a Team Manager allows them to view and edit information for employees in a team (or multiple teams). To set a user as a Team Manager, add 'Team Manager' to the additional roles in their profile first, following the steps above.

Then head to Configure > Teams, and select the team in question. Add the user under 'Team Managers' - a team can have multiple managers if required.

You can also allocate an employee to a team here, or via the HR information tab of their profile.

How do I set a user as an administrator?

To set the employee as an administrator you will have to select the Administrator role from the dropdown, then check the permission box as this will give them full access to the system.

Click 'Update Employee' to save the users new permissions.

That's you and you're done!

Updated on: 10/10/2023

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