How to assign a manager to an employee or contractor

Article author
Nneka
  • Updated

A company admin, or a user with a custom role granting this permission, can invite a people manager to the Remote platform and designate workers as their direct reports.
For the manager to access information and approve requests for an employee or contractor, the worker must be assigned to that manager.

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

To do this:

  1. Go to the Team tab.
  2. Choose the employee or contractor you want to assign a specific company user to.

    view_employee_profile.png

  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.

    assign_manager_2.png

Note: If you want to assign a manager to the employee but the manager is not yet an admin, no problem! Answer a few questions and we’ll send an email inviting them to become one.

Add_Manager.gif

Option 2: Assign employee(s) to a manager

If someone is already an admin and you want to assign employees 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 name, and click Save.

    Add Reports.gif

See also:

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