Manager Settings: How to Designate Mangers & Direct Reports

Background

If you have Time and Attendance or HR Software, you can identify which employees are managers and assign employees to report directly to them in your organization.

The Manager Settings page is a convenient way to view all managers and their direct reports and make bulk edits if needed. Please note you can only set up managers who are added as W2 employees in the software.

Don’t have Time and Attendance or the HR software yet? Add it to your payroll by going to Settings > Company Settings > Add or Cancel Software.

How to Add New Managers

1. Based 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.
   • 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. On the “Managers” Tab, Click +Add New Manager
3. Choose the employee on the dropdown of “Select Manager” with a managerial role in your company. 
4. “Select Employees” will allow you to assign employees directly reporting to the manager you selected above.
5. (Optional) Add HR or Time and Attendance Permissions. See “How to Add or Remove Manager Permissions” for more information.
6. Click “Save.”
7. On the “Manager Settings” page, you will see managers listed with the number of employees assigned under them as direct reports. 

How to View Employees Assigned to a Manager

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.
   • 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. Click the “Employees” tab.
3. From the Employees page you can view or edit the manager assigned to an employee by clicking the manager drop down and selecting from the designated managers list.

How to Edit Employees Assigned to a Manager

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.
   • Time & Attendance: Go to Settings > Time and Attendance > Manager Settings.
   • Both HR and Time & Attendance: Go to Settings > Human Resources & Time Settings > Manager Settings.

On the Manager tab

1. Click the name of the manager.
2. Go to the Direct Reports dropdown to add or remove employees assigned to this manager.
3. Click “Save” when you have completed your changes.

On the “Employees” tab:

1. Click the “Employees” tab.
2. From the Employees page you can view or edit the manager assigned to an employee by clicking the manager drop down and selecting from the designated managers list.
3. Changes will be automatically saved.

You’ll be able to assign permissions to managers if you have Time and Attendance or HR Software. See “How to Add or Remove Manager Permissions“

How to Remove a Manager Designation on an Employee

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.
   • 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. Find the name on the Manager Settings page you want to change.
3. Click the X under the Remove column to the right of the chart to remove the manager designation.
4. After you remove a manager, you will have the option to assign employees to the removed manager’s supervisor or leave employees as “unassigned” (no manager).

Also read, “How to Add or Remove Manager Permissions.“

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.