Creation, modification and deletion of a Manager access

Creation, modification and deletion of a Manager access

You may want to add or remove access from your current managers.
Please note that only an Administrator can make these changes.
​

Discover the table access rights by type of user to find out more.

Give access to the Manager

  1. In the Employees menu, find the employee for whom you want to modify access,
  2. Once in his folder, in the Parameters section, click on Mobile and Web Access,
  3. In User Type, choose Manager from the drop-down menu,
  4. Click on User's Rights and tick the department(s) and the company(s) to which he must have access,
  5. Click Save.
It is very important to give the appropriate rights to the employee for his access to work.
The rights include at least one department/service of a structure and a payroll company.
The employee can now connect with the two portals as needed:
  1. The Employee Portal: View your pay stubs and schedules. 
  2. The Management Portal: Approve timesheets and make schedules.

Check access to messages and approve requests

By default, all managers (managers and administrators) can receive : 
  1. Availability changes from employees
  2. Vacation requests 
  3. Replacement requests and shift exchanges
To modify its parameters : 
  1. Go to the Employee file,
  2. In the Parameters section, click on Mobile and Web Access,
  3. Check and uncheck the corresponding boxes,
  4. Click Save.

Modify / Remove Manager access for your Employee

If you want to close a manager account, there are two ways, and it will depend on the situation.

Situation 1: The employee no longer works in your company

In this case, you must complete the employee's account and close your file.
Please refer to this article to follow the instructions.

Situation 2: Manager becomes Employee

  1. Access the Employee file,
  2. Go to Parameters, click on Mobile and Web Access,
  3. In User Type, choose Employee, 
  4. Click Save.

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