How to Add or Remove Manager Permissions

Background

You can set various permissions for your managers to view time and/or HR information about their direct reports when they log into their employee portal and handle various time and attendance tasks.

If you haven’t designated your managers yet, you’ll need to do that first. Check out our help article “Manager Settings” for more info.

⚠️ Caution! Personal Identifiable Information will be visible. Please see the US Department of Labor for guidance, and update your HR policies as needed.

How to Add or Remove Time Card Manager Permissions

If you have the Time & Attendance add-on, you can set permissions for this manager to view and manage the time cards of their direct reports in their employee portal.

1. Based on the software you subscribe to:
   • Time & Attendance: Go to Settings > Time and Attendance > Manager Settings.
   • Both HR and Time & Attendance: Go to Settings > Human Resources & Time Settings > Manager Settings.
2. You can check/uncheck managers permissions to grant/revoke access:
   • View Time Cards – This view-only permission allows managers to view their employee time cards but not approve, reject, or edit time cards.
   • Approve, Nudge, or Reject Time Cards – If a manager uses the nudging tool an automated reminder email will be sent to the employee to complete or approve their time card.
   • Edit Time Cards – With this permission, the manager can correct an employee’s time card by editing it.
   • Manage Time Off Requests – Currently in development
3. Click “Save.”

How to Add or Edit Manager Permissions for HR

1. Based on the software you subscribe to:
   • HR Software: Go to Settings > Human Resources Settings > Manager Settings. You can also assign a manager on the employee’s HR Info tab. See Using Employee Position History in Patriot HR for details.
   • Both HR and Time & Attendance: Go to Settings > Human Resources & Time Settings > Manager Settings.
2. Check/uncheck the boxes to grant/remove these HR Manager permissions:
   • View Employee List – This is shown by default and displays direct and indirect reports, titles (if applicable), and hire dates. If you do not want managers to view their direct or indirect reports, uncheck the box for this permission.
   • View Contact Info – Employee address, phone, and email will be visible.
   • View Pay Info – Managers will be able to see pay rate, pay type, and pay frequency
   • View Emergency Contact – Contact name, relationship, and phone number will be available for viewing.
3. Click “Save.”

The manager will receive an automated email to notify them that they have permissions added to their employee portal.

Example of the Manager View in the Employee Portal

💡 After you designate permissions for your managers, they will be able to view their Team in their employee portal.

• For more employee manager help with managing team time cards see our help article, “Manager Permissions: Managing Team Time Cards in the Employee Portal.”
• For more information employee manager help for HR permissions, check out our help article, “Manager Permissions: Managing Employee HR Info in the Employee Portal.”

Was this article helpful? *

• Yes
• No

Comments:

Submit

Your feedback will not receive a reply. If you have a specific issue, please reach out to our support team here.