Select managers for MyStaffInfo

Common Tasks > Managers > Select managers for MyStaffInfo

This is the first task in the Managers group, and is where you select the employees who are to be granted "Manager" status.

Employees who are marked as managers have the extra ability to review and amend data for several employees, i.e. their subordinates, across the Internet - this is in addition to reviewing their own personal data.

For example, a Manager can:

• Review, amend and approve timesheet transactions

• Receive, approve and/or decline Leave Requests

• Review contact details

Points to note:

• A manager is limited to seeing data only for the employees that have been assigned to an employee group

• A manager may be responsible for more than one employee group

• A manager is limited to seeing data only for the employee group(s) that he or she been assigned to

• Employees who are not marked as managers cannot be allocated employee groups.

Adding or Removing Managers

Available managers

To move a manager from the Available window to the Selected window:

• select the manager and then click the [>] button

• click the [>>] button (this will assign all managers)

• select the manager and drag the selection to the Selected managers window.

If a manager cannot be moved, it's because they have details missing.

Selected managers

To move a manager from the Selected window to the Available window, you can:

• select the manager and then click the [<] button

• click the [<<] button (this will remove all managers)

• select the manager and drag the selection to the Available managers window.

To select more than one employee for inclusion or removal, hold down the CTRL key while selecting employees. To select a group, click on the first employee name then hold down the Shift key and click a name further down the list. A combination of these methods can be used, just remember to hold down CTRL when selecting more, otherwise your selection will be lost.

Once finished, click the Save button to commit your changes to the selected payroll users list.

Click Cancel to discard your changes.

Click the Exit button to return to the management console.

If you have made any changes, the Exit button will be unavailable until you save or cancel your changes.

Edit Selected Manager

Some managers cannot be moved to the Selected side of the mover-list. The most likely cause is that there is a required field for the current manager that is either empty or whose value is being used by another. To correct this, you can highlight the manager in question, and then click the Edit Selected Manager button.

Click Save or press F10 to commit your changes.