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Direct managers - Sage HR Essentials

How to assign direct managers and edit their permissions in Sage HR integrated with Sage Business Cloud Payroll.

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, follow the steps in our Add a Direct Manager guide instead.

Assign a Direct manager

You can assign a direct manager when you create an employee profile or you can do it 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

You can amend the permissions of direct managers. This controls what they have access to in Sage HR. For example, if they can access an employee's profile.

  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.

    📎NOTE: A direct manager won't be able to request time off for an employee or view their documents and time off balance unless they have access to their profile.

  5. Click Save.

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