With our Time Off feature, you can create policies for each group of employees, and manage and oversee employee time off requests. To ensure that time off policies and requests are appropriately managed based on your organization's guidelines, you can set admin permissions. These permissions allow you to define exactly what actions an admin can take in regard to the time-off feature. For example, making sure that only the business owner or HR manager will be responsible for creating time off policies, while direct managers will be responsible for time off approval.
In this article, we will go over the admin permissions which are specific to the time of the feature and how to set them.
Pro tip: If you are new to Connecteam then we recommend you have a look at this article to get a better understanding of what Admin permissions are, before continuing with this step.
How to Set Admin Permissions in the Time Off Feature?
To set permissions for an admin in the time off feature, enter the feature and go to the admin section in the top panel, and select the + sign. Here you can add a new admin and set their permissions, or adjust the permissions for an existing admin.
Take a look at how this looks below.
Types of Permissions:
You can define several types of permissions for each time off category created.
This permission will allow admins to enter a specific user's profile and only view his time off policies, balance, approved absences, and history. This option is appropriate for your payroll or fiance staff because they need to view time off in order to pay employees correctly.
Please note that admins will only be able to view the time off of users who they are a direct manager of or whose smart group they are assigned as an admin of. If an admin is assigned as an admin on the all-users group, then they will be able to see everyone.
Add & Approve
This permission will allow admins to have the ability to add time off on behalf of users and to approve or decline over-time requests submitted by users. This option is great for your direct managers who are responsible for the day-to-day operations of managing employees.
Please note that admins will only be able to add and approve the time off of users who they are a direct manager of or whose smart group they are assigned as an admin of. If an admin is assigned as an admin on the all-users group, then they will be able to see everyone.
PTO policies can contain sensitive or confidential information. This permission will grant access to add policies and balances only for specific admins such as business owners or HR managers. These admins can also view and edit balances from the user's profile page.
To learn more about how to create policies check out this article.
Pro tip: An admin who has Add & Approves permissions will automatically also have view permissions. An admin who has Manage Polcies also has View and Add & Approve permissions, and their permission will be marked as ׳All Types'. Keep in mind that owners by default have all permissions. Take a look at how this looks below.
What Do Admins See When Trying to Perform an Action They Don't Have Permission For?
When admins who are not able to take certain actions try to access them (for example an admin with view-only permissions try to access the request button) they will receive a message saying they do not have permission for that action. Take a look at how this looks below.
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