There are two distinct types of managers in Sage HR:

📎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 differences between the two and how to edit them.

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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.

To edit direct managers

Option 1 - Org Chart

  1. On the main menu click on Company.

  2. Click the Org Chart tab at the top.

  3. Drag and drop employee cards onto the person you want to be their direct manager.

    Alternatively on the employee card click on the cog on the top right, select a Direct manager from the drop down, then click Change.

  4. Once done, make sure to click Save.

Option 2 - Employee profile

  1. Open any employee profile.

  2. Click the Employee tab on the profile menu.

  3. Scroll down to Direct Manager.

  4. Select who you want to be the employee's direct manager from the drop down.

  5. Scroll down to the bottom of the page, then click Save.

Option 3 - Org Chart settings

  1. Click your name in the top right-hand corner, then click Settings.

  2. On the General settings menu, click Employee data.

  3. Click Org Chart.

  4. To change an employee's direct manager, click the pencil icon ✏️.

  5. Click the drop-down arrow and select the direct manager from the employee list.

  6. Click Save.

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).

Edit team managers

  1. Click on on your name on the top right.

  2. Click Settings.

  3. Click Employee data, then click Teams.

  4. Click Add new to create a team manager for a new team or click the Eligibility button next to and existing team.

  5. To select an employee to be a manager, click on the Managers tab at the top, then select the relevant person. You can search for them if needed.

  6. Click Save.

Edit Direct Manager and Team Manager permissions

  1. Click on on your name on the top right.

  2. Click Settings, then click Permissions on the settings menu.

  3. Click Team managers.

  4. Scroll down until you reach some check boxes.

5. Select what access you want Team managers and Direct managers to have.

6. Click Save.

📌TIP: For more information on Team manager permissions - Read more >

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