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Feature access of primary, secondary, and indirect managers

Updated

In the Employment Hero platform, there are three different manager types available: 

  • Primary Manager.
  • Secondary Manager.
  • Indirect Manager.

An employee's primary manager can approve time off requests, timesheets, and expenses for their employees. Secondary managers are optional and you would use them for two reasons:

  • If you have a two-level time off approval within your organization, i.e. where you need both a primary and a secondary manager to approve a time off request.
  • If your organization wants a back-up approver when primary managers are on time off.

We use the term indirect manager to refer to the management chain above the primary and secondary manager; for example, the primary manager of an employee's primary manager. The article describes the functionality that is available to each of the different manager levels by default.

Important

To read how to set up your primary and secondary managers, refer to the following article. 

Access level

Employee file

To provide access to additional tabs on the employee file, your HR Admin must create a custom security group. Refer to this article for more details.

Primary Manager. Secondary Manager. Indirect Manager.
Overview. Overview. Overview.
Assets. Assets. Assets.
Reviews.   Reviews.
Can view Uploaded Documents provided the HR Admin has shared the document with them. Can view Uploaded Documents provided the HR Admin has shared the document with them. Can view Uploaded Documents provided the HR Admin has shared the document with them.
Additional Information Additional Information Additional Information
Certification Approval When an employee submits a certification to review, the secondary manager will receive an email to review the certification  

Helpful Hint

Details of an employee's time off can be found under Leave Management in the Time section.

Expenses
Primary Manager. Secondary Manager. Indirect Manager.
Can approve expenses for direct reports. Can approve expenses for secondary reports. Can not approve expenses for indirect reports.
Can not submit expenses for direct reports. Can not submit expenses for secondary reports. Can not submit expenses for indirect reports.
Feedback
Primary Manager. Secondary Manager. Indirect Manager.
View the feedback provided for direct reports. View the feedback provided for secondary reports. Can not view feedback for indirect reports.
Managing time off
Primary Manager. Secondary Manager. Indirect Manager.
Can request time off for direct reports. Can request time off for secondary reports. Can request time off for indirect reports.
Can approve time off for direct reports. Can approve time off for secondary reports. Can approve time off for employees, if they are an indirect manager using the Indirect Reports filters.
View Leave Balances for direct Reports. View Leave Balances for secondary reports. View Leave Balances for for indirect reports.
Will receive a notification via email when an employee submits a time off request. Will receive a notification via email when an employee submits a time off request only when the primary manager is on time off. Will not receive any notifications for indirect reports..

Important

If the primary manager is on time off, then they will not receive an email notification. Only the secondary manager will receive an email notification in this case.

1:1s
Primary Manager. Secondary Manager. Indirect Manager.
1:1s are visible to Admins through the reporting module. No other employees can see 1:1s.
Recognition
Primary Manager. Secondary Manager. Indirect Manager.
Can approve recognitions provided the HR Admin has set the manager as the approver. Can approve recognitions provided the HR admin has set the manager as the approver. Can approve recognitions provided the HR admin has set the manager as the approver.
Will receive a notification via email if one of their direct reports has received a recognition. Will receive a notification email when someone recognises one of their secondary reports only when the primary manager is on time off. Will not receive any notifications for indirect reports about recognitions.
Reviews
Primary Manager. Secondary Manager. Indirect Manager.
Can see and comment on direct reports performance reviews. Can view and comment on the secondary reports performance reviews. View only of indirect reports Performance Reviews.
Safety
Primary Manager. Secondary Manager. Indirect Manager.
Can view and delete safety reports. Can view and delete safety reports. Can view and delete safety reports of indirect reporting line.
Tasks
Primary Manager. Secondary Manager. Indirect Manager.
Can see and comment on direct tasks. Can not see or comment on secondary tasks. Cannot see indirect tasks
Timesheets
Primary Manager. Secondary Manager. Indirect Manager.
Can submit timesheets for direct reports. Can submit timesheets for secondary reports. Can submit timesheets for indirect reports.
Can approve timesheets for direct reports. Can approve timesheets for secondary reports. Can approve timesheets for indirect reports.

Warning

The Employment Hero platform will not allow circular management; i.e. two employees as each others' primary/secondary manager. You will need to select one unique primary and one unique secondary manager.

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