How To Add Managers

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Overview

There are three kinds of OnTheClock users: administrators, employees, and managers. Managers can add/remove employees, adjust paid time off, create schedules, and adjust employee settings. Managers can also be linked to an employee account to clock in and out.

This chart breaks down the different permissions granted to each user.

Setup

Add a Manager

  1. Step 1: Log in as an administrator.
  2. Step 2: Click “Settings,” then “Managers.”
  3. Step 3: Click the button that says “Add Manager.”
  4. Step 4: Fill out the manager’s profile and set permissions.
  5. Step 5: Click “Send Text Invite” and/or “Send Email Invite.”
  6. Step 6: Click “Save.”

Add a Manager as an Employee

  1. Step 1: Navigate to “Employees,” then “View Full Employee List.”
  2. Step 2: Click “Add Employees,” then “Add One.
  3. Step 3: Under “General Settings,” copy over the exact information from the manager profile.
  4. Step 4: Click “Save Settings.”

Assign a Manager to an Employee

  1. Step 1: Click “Employees” at the top of the screen.
  2. Step 2: Select the employee you’d like to assign.
  3. Step 3: Under “Additional Options,” select the manager to be assigned.
  4. Step 4: Click “Save.”

Delete a Manager

  1. Step 1: Click “Settings” at the top of the screen.
  2. Step 2: Select “Managers.”
  3. Step 3: Click the red X next to the manager you wish to
    Delete.

What to Expect

Once you've added your managers to the system, they can manage employee times based on the permissions granted to them. Should you have a manager who is also an employee, they'll need to create separate profiles for each user type. Once logged in as a manager on the desktop, they can clock in and out by clicking on their initials and selecting "Clock in/out" from the drop-down menu.

Once a manager's profile is deleted, they will no longer have access to the account.

Troubleshooting

A
Yes absolutely!
A
You can have as many managers on the account as needed at no additional cost.
A
All managers have the ability to do the following unless restricted. Add, delete and change employee records. View, edit, and export timecards of employees. View and approve PTO of employees. Add departments and jobs to better categorize your employees and timecards. Add & delete jobs codes for job costing. Approve timecards.
A
Please ask your administrator to check your permissions. If your permissions are set to "assign," then your administrator will need to assign employees to you or update your permission to "all."
A
If you're not assigned to manage yourself, then please log in with your employee credentials to view your time cards.
A
Please ask your administrator to check your permissions. If your permissions are set to "assign," then your administrator will need to assign employees to you or update your permission to "all."
A
If you're not assigned to manage yourself, then please log in with your employee credentials to view your time cards.

Add a Manager

  1. Step 1: Log in as an administrator.
  2. Step 2: Navigate to your dashboard.
  3. Step 3: Click the + icon in the box labeled “Add Something New.”
  5. Step 4: Select “Manager.”
  7. Step 5: Fill out the manager’s profile and set permissions.
  8. Step 6: Check off “Send Text Invite” and/or “Send Email Invite.”
  9. Step 7: Tap “Save.”

Add a Manager as an Employee

  1. Step 1: Tap your initials in the top left corner.
  2. Step 2: Tap “Settings,” then “Employees.”
  3. Step 3: Tap the + icon in the top right corner, then “Add One.”
  4. Step 4: Under “General Settings,” copy over the exact information from the manager profile.
  5. Step 5: Click “Save.”

Assign a Manager to an Employee

  1. Step 1: Log in as an administrator.
  2. Step 2: Navigate to your dashboard.
  3. Step 3: Click the + icon in the box labeled “Add Something New.”
  4. Step 4: Select “Manager.”
  5. Step 5: Fill out the manager’s profile and set permissions.
  6. Step 6: Check off “Send Text Invite” and/or “Send Email Invite.”
  7. Step 7: Tap “Save.”

Delete a Manager

  1. Step 1: Tap your initials in the top left corner.
  2. Step 2: Tap “Settings,” then “Managers.”
  3. Step 3: Tap on the manager you wish to delete.
  4. Step 4: Scroll to the bottom and tap the “Delete” button.
  5. Step 5: Confirm you’d like to delete this manager.

What to Expect

Once you've added your managers to the system, they can manage employee times based on the permissions granted to them. Should you have a manager who is also an employee, they'll need to create separate profiles for each user type. Once a manager's profile is deleted, they will no longer have access to the account.

Troubleshooting

A
Yes absolutely!
A
You can have as many managers on the account as needed at no additional cost.
A
All managers have the ability to do the following unless restricted. Add, delete and change employee records. View, edit, and export timecards of employees. View and approve PTO of employees. Add departments and jobs to better categorize your employees and timecards. Add & delete jobs codes for job costing. Approve timecards.
Need more help?
Submit a ticket

What's Next

Add Employees

Learn how to add and invite employees to your OnTheClock account.

Getting Started as a Manager

Learn how to get started as a manager with OnTheClock.

Managing Employee Timesheets

Learn how to make corrections to time cards.