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Add team managers

Use Sage HR to assign managers to teams and manage access to employee data. Team managers can view employees in their assigned teams based on permissions.

Written by Oliver Cook

Team managers are responsible for a specific function, such as Marketing or Sales. They can access employees in their teams, depending on your settings.

A direct manager isn’t automatically a team manager. You need to assign them to a team to grant team manager access. You don’t need to add someone as an employee to a team for them to be a team manager. They can manage the team without being a member of it.

Team managers aren’t available in Sage HR Essentials or Basic HR.

You can assign a team manager using team settings or the company directory.


Add a team manager via settings

  1. Click your name, then select Settings.

  2. Select Employee data, then select Teams.

  3. Select Eligibility on the relevant team.

  4. Select the Managers tab, then choose the employees you want to assign.

  5. Click Save.


Add a team manager via the company directory

  1. Select Company, then select the Teams tab.

  2. Find the relevant team, then click the pencil icon.

  3. Select an employee from the Team manager drop-down.

  4. Click Add manager.

  5. Click Save.


When you add a team manager, Sage HR assigns the Team manager permissions role automatically. You can control what team managers can see or do using permission settings.


Return to Set up teams

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