Setting employees as managers
Begin by logging in as an administrator who possesses the necessary permissions.
Navigate to the Workforce tab and click on the Managers option.
This will display the existing list of managers currently configured on the site.
Click the 'New Manager' button to begin the process of adding a new manager. From the dropdown menu, choose the employee you would like to designate as a manager. Once you've made your selection, click the red 'Save Updates' button to complete the addition of the new manager. Note: It is essential for the employee to have an email address linked to their account in order to successfully add them as a manager.
To designate the employee as a manager user on the management users page, click the eye icon next to their name and toggle the Management User setting to 'Yes.' This action will grant them manager user status with read-only access. To modify their access type, navigate to the management users page. Additionally, on the same manager details page, you can assign direct reports and workgroups to the new manager.