It is important to assign the right type of manager to each employee. Whether someone is a Primary, Secondary, or Indirect manager changes what they can see and do. Picking the right role ensures managers have the access they need without seeing sensitive information they don't.

• Set up management reporting lines
• What feature access do primary, secondary and indirect managers have?

You can choose exactly which features your managers can use. Instead of giving everyone full access, you can pick specific tasks—like managing documents or viewing emergency contacts—to match each manager's responsibilities.

• Grant feature access to employees through Permission settings
• Features that managers and employees can be given custom access to

You never have to worry about losing oversight. The platform keeps a detailed log of every change made. You can review the Audit Trail report at any time to see who took an action and when they did it, ensuring everything stays compliant.

• Create an audit trail report
• See who edited or changed an employee's HR file

• Leave management: Allow managers to approve/decline leave for their direct reports.
  • Approve leave requests
• Timesheet & expense approval: Shift the verification of hours worked to the people who actually see the work happening.
  • Approve timesheet submissions
  • Approve expense claims
• Employee profile updates: Let managers update job titles or reporting lines (with Admin final review).
  • Update employee personal details and email
  • Update employee job details

• 1:1 feedback & reviews: Moving the performance conversation into the platform ensures a paper trail and consistency.
  • Run 1:1 meetings
  • Manage performance reviews
• Shout-outs & recognition: Empowering managers to use the "Hero Thanks" feature independently.
  • Give a shout out to an employee
  • Recognise an employee

Before you start, tell your managers why this is happening. Let them know it will make things faster for their team and give them more independence.

For the first few weeks, set aside time at the end of each week to check recently approved requests. This allows you to spot-check manager decisions and offer guidance if they aren't following company policy. Doing so will help ensure everyone is on the right track from the start.

Your managers do not need to know everything about the platform. Just show them the links in the Your delegation toolkit (How-To Guides) section.

Once a month, take 15 minutes to look at reports of pending leave requests and timesheet submissions. These help you see if any managers need a little extra help or a reminder to finish their tasks. 

Tailor these reports to show the pending submissions by clicking the Status filter and ticking the "Pending" checkbox:

• Create a leave taken report
• Create an employee timesheet submission report