Assigning a Direct Manager to Your Employees

You can assign a Direct Manager for an employee during onboarding or after the employee has been added to the platform.

1. For New Employees

• Go to Client App → Team → Add Employee

• In the Job Details step, you will find the Direct Manager field

• Select the appropriate person from the dropdown

If no managers are available, click Add Manager
→ This will redirect you to the Manager page where you can add a new manager
→ After adding, return to the Add New Employee flow, go to Step 3, and go back again to Step 4. The new manager will appear in the dropdown list.

2. For Existing Employees

• Go to Client App → Team

• Select the employee to open their profile

• Navigate to the Job Details section

• Click Edit, then choose or update the Direct Manager

What Does the Direct Manager Affect?

Assigning a Direct Manager has the following impact:

1. Timesheets Request Management

If a Direct Manager is assigned:

• Only the Direct Manager (and the Company Owner) can review and approve submitted timesheets from the employee.

• Email notifications are sent to:

  • The Direct Manager

  • The Company Account Owner

If no Direct Manager is assigned:

• Email notifications are sent to:
  • The Company Account Owner

• Review and Approval is available for:

  • The Company Account Owner

Learn more about Timesheets here: Reviewing & Managing Employee Timesheets

2. Time-Off Request Management

If a Direct Manager is assigned:

• All managers (including Company Account Owner) can review and approve submitted time-off requests from the employee.

• Email notifications are sent to:

  • The Direct Manager only

If no Direct Manager is assigned:

• Email notifications are sent to:
  • All managers (including Company Account Owner)

• Review and Approval is available for:

  • All managers (including Company Account Owner)