Create a Group
- Start by creating a new group in the application. Navigate to the section where you can manage groups (this might be under a ‘Teams’ or ‘Groups’ tab, depending on your app).
Set Group Type
- While creating the group, set its type to “Security.” This is important as it determines the permissions and functionalities associated with the group.
Assign a Manager to the Group
- Once the group is created, you’ll need to assign a manager to it. This is typically done by selecting an option like ‘Assign Manager’ or ‘Set Group Leader’ within the group settings.
Add Users to the Group
- Now, add users to this group who you want to be under the supervision of the assigned manager. These are the users whose reports, PTO (Paid Time Off) requests, timesheets, and absence requests will be visible to and managed by this manager.
Navigate to Users Section
- Go to the ‘Users’ section in the application menu. This is usually found on the main dashboard or within the main menu of the application.
Select the Manager
- In the Users section, locate and click on the name of the individual you’ve assigned as the manager for the group.
Set Role to ‘Group Manager’
- Once you are viewing the manager’s profile, set their role to “Group Manager.” This might be done via a dropdown menu or a selection list under their role or permissions settings.
Save Changes
- After setting the role to “Group Manager,” make sure to save your changes. This step is crucial to ensure that all the settings are applied and the user is officially recognized as the manager of the group.
By following these steps, the user will now have the “Group Manager” role, allowing them to see and manage reports, PTO requests, timesheets, and absence requests of users in their group.
If you encounter any issues or have further questions, please do not hesitate to contact our support team for assistance.
