There are two distinct types of managers in Sage HR:
Direct managers - based on the company org chart.
Team managers - based on team settings
📎NOTE: The reason they are separated is because in larger companies a team manager is not always your direct manager and vice versa. In addition it gives you, as admin of the account, more control over who has access to specific parts of employee data.
Below we will run through the differences between the two and how to edit them.
Direct managers
Direct managers are based on the company org chart. This is the person in the company who has subordinates based on the org chart structure. This means they can access all employees who are one level directly under them. Each employee can have only one Direct Manager at a time.
You can easily edit who is a direct manager for employees.
Team managers
Team managers are based on team settings. This is the person who is responsible for a specific function in your company (Marketing, Sales, etc.). Employees who are managers to one or multiple team can access all employees in their team(s). Multiple Team Managers can be assigned to a single employee, allowing for flexible team management.
You can easily add someone to be manager of a team. A user can be assigned both Direct Manager and Team Manager roles, enabling them to manage both direct reports and specific teams.
Edit Direct Manager and Team Manager permissions
On the settings menu, click Permissions.
On the role drop down select either Team manager or Direct manager.
Configure the permissions of that role. Note that permissions for leave management, such as booking time off for team members, are not automatically granted and must be specifically configured under Leave Management in Permissions settings.
For more details on editing Direct Manager or team manager permissions, click on the relevant guide below. If a Direct Manager needs access beyond their direct reports, consider duplicating the Direct Manager role and adjusting permissions in the duplicate.