In PayHero, your employees can be set as Team Managers, giving them the ability to manage their team's time, leave requests, and expense requests.
Read below to learn more about:
To set up Team Managers, you'll first need to set up any Teams your business might need via People > Teams. You can learn about setting up teams here: Teams
Within each Team, you can set an employee as a Team Manager by ticking the Manager checkbox next to the employee's name.
In order to manage their team members, they'll also need to have login access to PayHero. Ensure you've navigated to their employee record (via People > Employees), and invited them to use PayHero as seen here: Inviting Employees to use PayHero
Managers who have Accepted their PayHero Invite will begin receiving request notifications and can log in to manage their employees - learn more below.
Managers who've been set up, invited, and accepted their PayHero invite (see above) will be able to manage timesheets, leave requests, and expense requests for their team members.
They'll also receive email notifications for any Leave or Expense requests from their team members, and can approve timesheets (for companies with Timesheet Approval enabled).
Finally, managers are the only users able to log in to PayHero Shift. If you're planning to use the PayHero Shift app in order for your employees to clock in and out, you'll need a Team Manager set up, then use their credentials to log in to the Shift app.
You can learn more about the functionality Team Managers have access to in PayHero here:
Frequently Asked Questions
If a Team Manager hasn't received an emailed leave or expense request for one of their team members, there are a few possible causes, which you can troubleshoot using the steps below.
- Check that the Team Manager has the 'Manager' checkbox ticked in the relevant Team and that this was ticked at the time the employee originally submitted their request.
- Make sure the employee who has made the leave request is also a member of that Team and was added to the Team before they originally submitted their request.
- Ensure the Team Manager is looking at the same email account that is associated with their PayHero login details. This is the email address they log in with, and may differ from the email they receive their payslips to. See this article for more info: Who receives leave and expense requests?
- Check the Team Manager has checked their Spam and Promotions folders
- Ensure the Team Manager has been invited to use PayHero, and had completed the process for Accepting a PayHero Invite at the time the employee submitted their request.
No, team managers can't see any pay rates, payslips, or other payroll information. You can see what managers will see in PayHero here:
No, managers can't approve their own requests or timesheets. These will need to be approved by an administrator in-app, or by another user set to be their Manager in another team. Learn more here: Who receives leave and expense requests?
Yes, one person can be set as the manager of multiple teams.
Yes, you can set as many managers on one team as you require. It's important to note that managers are unable to approve requests for other managers in the same team. Manager requests can be approved by an administrator in-app, or to receive notifications you can set up a separate team to specify who their manager should be. Learn more here: Who receives leave and expense requests?
Yes! You can check the email addresses that will be used for payslips and requests in the 'Personal' tab for the employee, under People > Employees.
The Contact > Email field will be where employees receive their payslips to, and the Employee Access > Login Email Address is where requests will be sent.
Requests will always be sent to the Login Email for the Team Manager, which you can check in their 'Personal' tab under People > Employees.
If desired, they can change their Login Email from the 'My Profile' page, as seen here: How can I update my login details?
Alternatively, an administrator can remove their user access and re-invite them with the preferred email via their 'Personal' tab under People > Employees.
Yes, provided they have an employee record an Administrator can also be a Team Manager.
You can either invite them with a different email address to be a Team Manager, or you can share their Admin login with their employee record. Learn how in the 'Share Admin and Employee Logins' section of this article: Admins - Managing Administrator Access