Manager access to employee profiles

Permissions: Managers

Product tier: Available for Greenhouse Onboarding and Greenhouse Welcome subscription tiers

Users assigned as a manager have access to view and manage their employees' profiles in Greenhouse Onboarding.

Access your employee's profile

To access your employee's profile, click on their name under My New Hires or enter their name in the Search bar at the top of your home page.

Manager view of my new hires widget on Greenhouse Onboarding homepage

The header of their employee profile includes their name, profile picture, pronouns and pronunciations, job title, department, start date, and work email. 

Manager view of employee profile with tabs highlighted

The employee's profile includes the following tabs:

Info tab

On the Info tab, you'll find additional personal information for your employee and a list of your employee's direct reports (if they are assigned as a manager to other users).

Note: Managers have access to view or edit employee information based on permissions granted by your organization's Admin Owner. For example, managers may be able to view an employee's ethnicity but cannot edit it.

Manager view of employee profile with info tab highlighted

Any field that has a private icon next to it indicates that this information is not viewable to other employees in your organization unless they have specified permissions granted by your Admin Owner.

Employee profile info field with private icon

Click Edit to add or make changes to the employee's information. Once finished, click Save at the top of the Information dialog box.

30-day goals tab

Use the 30-day goals tab to configure and assign onboarding goals for your new hire.

Note: Goals for new hires is currently running as a beta with opt-in participation. Please contact your Customer Success Manager to request access to this feature.

Manager view of employee profile with 30 day goals tab highlighted

Tasks tab

The Tasks tab shows all tasks assigned to your employee. You'll also see tasks related to onboarding this employee that have been assigned to you as manager and other users in your organization (such as an onboarding coordinator).

Note: Owners can configure whether managers have view-only access or full edit access to their direct reports' onboarding tasks. Learn more about setting manager access to tasks.

Manager view of employee profile with tasks tab highlighted

If you have access to edit your employees' tasks, click Create a New Task to create and assign a new task for your employee. Click Add an Existing Task to assign an existing task that your organization already created.

Documents tab

The Documents tab shows all documents and e-signatures assigned to your employee by you or your organization. 

Note: Owners need to grant managers permission to manage employee documents and signature requests in order to view the Documents tab. E-Signature documents are only available for the Greenhouse Onboarding subscription tier.

Manager view of employee profile with documents tab highlighted

Click Add Document or Request Signature to add a new document or send an e-signature request to your employee. 

Click the ellipsis icon to Cancel a signature request or Download a signed document. If your employee has completed multiple signatures, you can select Download All to download all available signed documents.

Manager view of document listing with ellipsis icon highlighted

Additional resources