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How do I setup a Manager?

Author Dylan Wong@Microkeeper
Category HR
Last Modified 19/11/2024

To setup your Manager in Microkeeper:

1. Designating an employee as a manager. 

  • Navigate to Settings > Employees > click the Edit for the manager > in the Employee Profile - Access Control
  • Configure the Access Control module and select the features they'll need access to.

2. Designating the staff/area that the Manager is in charge of, this designates who they'll be able to see in the Rosters/Timesheet/Leave Requests area etc.

  • Navigate to Settings > Locations 
  • Click the grey Edit button of the location to configure
  • Tick the Managers of that location (Managers can look after multiple locations) 
  • Ensure the group of staff has been setup correctly in the location. (To see how to configure groups go here: (https://microkeeper.com.au/guides.php?guide=group-configuration)

3. Designating who receives email notifications for particular staff

  • Navigate to Manage > Notification Config
  • Use the plus button to designate which Manager receives emails for which event along the top of the table.