Understanding the Manager Role

This article walks through the Manager Role and how a Manager differs from a regular employee in Eddy.

Manager Role Overview 

Manager Access

Being listed as an employee's manager in Eddy grants additional access and permissions in the system for the direct reports in the management chain. Managers can view the following information regarding their direct reports:

  • Personal Tab
  • Job Tab
  • Hours Tab
  • Time Off Tab
  • Performance Tab

The managers are not able to edit all of the information on these tabs, however they are able to see this information on their end. 

Note: The lock icon indicates access to the page or content block is limited to those with special permissions. The roles that have access will be listed out to the side or by hovering over the icon.

Management chains are a foundational structure for any successful organization. In Eddy, managers are assigned from the employee profile and follow a chain of command within the system. This means that managers can see their direct reports information as well as any information regarding employees their direct report manages. This applies to all enabled manager permissions such as viewing time off, viewing employee profiles, and approving timesheets. However, keep in mind these permissions apply to all managers in the management chain and cannot be customized for specific users; if that option is needed consider using the HR Admin role.

Custom Manager Permissions

Custom permission settings are turned on under the Permissions tab in Admin settings.

Access: Only individuals holding the Owner Admin role have the capability to adjust permissions for the Manager role. 

Understanding the sensitive nature of employee compensation, Eddy provides the flexibility to customize who can view Pay information. When enabled for managers, they have the ability to view compensation for their direct reports and those below in their management chain. 

In addition to viewing access, Eddy also offers the option to enable edit permissions for time off requests, recording trainings, and approving timesheets. Along with the permission access, managers will receive a notification to help them manage their direct reports more efficiently. 

Timesheet approval permissions are found under the Payroll tab, in the Timesheet approval sub tab, of the Admin settings. When enabled for managers, they will be notified once the pay period has closed so they can review, edit, and approve timesheets for their direct reports.