How to assign a manager to an employee or contractor

Any user (team member or company admin) with the right permissions can be assigned as a People Manager (direct and indirect reports) of any employee or contractor in Remote. This also gives them access to manage their direct report(s) in the platform (e.g. access their information, approve time-off or expense requests, etc.).

If the user has a People Manager role, this means they can only view information of employees in their reporting line and cannot view the information of their indirect reports.

See also: How to create a customized role for a company user

Note: When assigning an existing Company Admin as a People Manager, if some company admins are missing from the Manager Assignment dropdown, it’s likely because they only have a Company Admin account, not an Employee account. To assign new direct reports, create an Employee account for the manager and link it to their Company Admin account.

See also: How to link/unlink a company admin account to an employee account

In this article, we cover the following: 

• Assigning an existing team member as a manager
• Assigning an existing company admin as a manager

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Assigning an existing team member as a manager

1. Go to the Team tab and click on Team overview.
2. Choose the employee or contractor you want to assign a specific company user to.
3. Click on the Job section of the employee's profile.
4. You will find the Manager field in the Job section. Edit the field and choose the appropriate manager.
   
   
   
   
5. If you want to assign a team member as a manager, but you do not want them to manage their direct reports in the platform (e.g. access their information, approve time-off or expense requests, etc.), select the team member and choose No to managing direct reports in the platform.
   
   
6. If you want to assign a team member as a manager and allow them to manage their direct reports in the platform (e.g., access their information, approve time-off or expense requests), choose Yes then simply answer some questions, click on Save changes and we’ll send them an email invitation to become a manager.

Assigning an existing company admin as a manager

1. When a company admin is selected as a manager, they must first have a linked employee profile before they can be assigned the manager role.
   
   
   
   See also: When the company admin doesn't have an existing employee account

2. After clicking Save changes, the company admin will be assigned as the team member's manager.

See also:

• Can I change a company user's role?
• How to edit the permissions of a customized role