Manager Access provides greater visibility and control for your people managers so they can be more hands-on in your organization's onboarding plan. Manager Access is granted in addition to Employee Access in cases where a user has been selected as a Manager for another employee. In this article, we will cover how to:
It is important to note that Manager Access is automatically assigned to users based on how their direct report status to other employees is configured in your Greenhouse Onboarding account.
Unlike administrative or custom roles, which must be manually assigned to users from the Settings > Permissions > Role page, Manager Access is granted when you select a user to be the Manager for another employee.
Once this relationship is configured in Greenhouse Onboarding, the system will automatically grant Manager Access to the user assigned to the Manager role.
Navigate to Manager Access Page
To configure Manager Access for your organization, click Settings from the navigation bar and expand Data Flow on the left-hand panel.
Select Permissions from the subsequent list.
Navigate to the Default Access panel and click Edit next to Manager Additional Access.
From the subsequent page, configure the details of Manager Access.
Configure Manager Access Administrative Permissions
Your organization can configure two administrative permissions for users assigned to Manager Access. These administrative manager permissions will only impact employees who are direct reports for the user with Manager Access.
Can see and edit the tasks that have been assigned to current employees
When this permission is checked, users with Manager Access can view, edit, and create new or existing tasks for direct reports.
Can manage employee documents and signature requests
When this permission is checked, users with Manager Access can view and manage any and all employee documents and signature requests.
Configure Manager Access Employee Field Permissions
Note: Manager Access' view and edit permissions on direct report employee fields will be set by default to Employee Access unless additional access is granted.
Your organization can choose which employee fields a user assigned to the Manager role can view and/or edit for direct reports.
From the Manager Additional Access page, configure the Manager access permissions for each employee field by placing a check under the appropriate column. Below are the various configurations you can set up for every employee field:
To give Managers the ability to view a specific employee field on a direct report's account, place a check under the Can View for Direct Reports column. With this option, Manager will be able to discover and view the field for direct reports but cannot change the value of the field.
View and Edit
To give Managers the ability to edit a specific employee field on a direct report's account, place a check under the Can Edit for Direct Reports column. With this configuration, Coordinators can change the value input into the field for other employees.
Note: By giving Manager's the permission to edit an employee field on a direct report's account, they will automatically be given permission to view the employee field.
Employee fields that can be edited by users with Manager Access will be included in that user's Manager Form.
If an employee field has neither Can Edit for Direct Reports nor Can View for Direct Reports selected, the field is neither viewable nor editable for anyone in the organization other than Owners. This state for employee fields is reserved for fields that the average Manager will not need to access.