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.
Assign a user as a manager
Manager Access is automatically assigned to users based on how their direct report status to other employees is configured in your Greenhouse Onboarding account.
Once this relationship is configured in Greenhouse Onboarding, the system will automatically grant Manager Access to the user assigned to the Manager role.
Finding the manager permissions
You can update the default access permissions for the Manager role on the Permissions page. (Settings > Permissions)
Scroll down to the Default Access panel and click Edit next to Manager Additional Access.
Select the checkboxes on the next page to configure the permissions for Manager Access.
Configure manager permissions
Your organization can configure two administrative permissions for users assigned to Manager Access at the top of the page.
- Can see and edit the tasks that have been assigned to current employees: Users with Manager Access can view, edit, and create new or existing tasks for direct reports.
- Can manage employee documents and signature requests: Users with Manager Access can view and manage any and all employee documents and signature requests.
Update manager field permissions
Your organization can choose which employee fields a user assigned to the Manager role can view and/or edit for direct reports.
Defining manager permissions
Each permission is made up of two types of access:
- Can Edit for Direct Reports: The manager can update the field for their direct reports. If this field is not selected, an administrator will have to update the value.
- Can View for Direct Reports: The manager can see the field on the employee's page.
By selecting one or both of these checkboxes, you can set up different permission levels for your managers.
In some situations, you may want a manager to be able to see information for a report, but not be able to update it themselves. For example, you may want to show the Termination Date field, but only allow admins to update the value.
For this configuration, leave the Can Edit for Direct Reports checkbox unchecked, but select the Can View for Direct Reports box.
View and edit
To give the manager permission to both modify and see a field, select both checkboxes.
Employee fields that can be edited by users with Manager Access will be included in that user's Manager Form.
If a field should be completely hidden from a manager's access, uncheck both boxes.