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Direct managers - Sage Business Cloud Payroll and HR (Canada)
Direct managers - Sage Business Cloud Payroll and HR (Canada)
How to set and change direct managers in Sage HR (Canada only).
Julianna Markova avatar
Written by Julianna Markova
Updated over a week ago

A direct manager is a person in the company who has subordinates. This means they can access the employees who are one level directly under them.

📎NOTE: If your Sage HR company isn't integrated with Sage Business Cloud Payroll (Canada), please follow the steps in our Add a direct manager guide instead.

How to assign a Direct manager

You can assign a direct manager when creating an employee profile or later:

  1. Open an 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.

To change the direct manager, please follow the same steps.

Edit Direct Manager permissions

  1. Click on your name on the top right.

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

  3. Click Direct managers.

  4. Select what access you want your Direct managers to have.

    5. Click Save.

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