How to assign a manager to an employee or contractor

Any user 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 is assigned as just a People Manager, 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

There are two ways you can do this:

• Option 1: Assign a manager to an employee or contractor
• Option 2: Assign employees and/or contractors to a manager

Option 1: Assign a manager to an employee or contractor

To do this:

1. Go to the Team tab.
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 Employment section. Edit the field and choose the appropriate manager. Only the company owner, company admins, people managers, and customized role (with the right permissions) will appear in the drop-down list.
   See also: Can I change a Company user's role?
5. Choose the manager for the employee and click on Save.
   
   

Assigning an existing team member as a manager

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.

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), simply answer some questions, and we’ll send them an email invitation to become a manager.

If the team member you are designating as a manager already has platform access as a company admin, they will appear when you search by name. Simply select them from the drop-down menu and click Save changes.

Assigning an existing company admin as a manager

1. When a company admin is selected as a manager, they must first be invited as an employee before they can be assigned the manager role.

2. When trying to assign them as a manager, you’ll need to enter their personal email, country, and job title (if not already provided).
   
   
3. After clicking Save, the company admin will be saved as a draft team member in the Onboarding page.

Option 2: Assign employees and/or contractors to a manager

If someone is already an admin and you want to assign employees or contractors as their direct reports:

1. Go to the Admins & Permissions tab.
2. Next to the admin’s (manager’s) name, click the three dots icon.
3. In the Reports section, click Add a report.
4. Search for the employee’s or contractor’s name that you want to assign as their direct report, select them from the drop-down, and click Save.
   

See also:

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