What is included in Manager Access?
​Step by Step: How to Change Employees to Managers
​Assigning Direct Reports to their Managers
​Logging into the Managers Space
​Validations in the Manager Space
​Team details in the Manager Space
​Linking your Manager Space to a Professional Email Address
​

This article will guide you and your managers through their dedicated PayFit managers space.

As an administrator, when adding employees to PayFit you have the option to upgrade certain employees to have Manager, Accountant or Administrator access too.

For information about Administrator access please access the following article

✅ Access to the validation of absences / expenses depending on your subscription plan.

✅ Access to working time monitoring if relevant to employee's contracts.

✅ Access to employee overview menu (employee birthday, start date, salary (if enabled by admin), leave entitlement).

❌ Managers can't amend employee's leaves.

❌ Managers can't input leave on their employee's behalf.

❌ Managers can't see employee's payslips.

Access & emails > Administrators > Create Account.

Find employee from list or select External person if the manager isn't listed on PayFit > Next.

Select Manager from the drop-down menu > Create Account.

Go to My Team > Organisational Chart > click on an existing team to update the manager or below / to the side of an existing team to create a new team.

If you've never set up an organisational chart before, please take a look at this article.

Select the team's manager > select the permissions that they will have > select the team members included > click Create.

More information on creating an organisation chart can be found here.

Once the employee has the manager role added to their account, they will have the option of logging into 2 separate accounts when they log into PayFit: manager and employee. By clicking the manager space they will only see information related to their teams' overview, absences and expenses.

For further information for Employee space please read this article.

When logged in, managers will be able to click on the Validation section to access all Leaves and Expense requests from their team members.

Here, managers will be able to access all pending validations, approved, refused or cancelled leaves and expenses. They're also able to export their team's requests to look at offline.

Managers can see their teams details by clicking on My Team.

From here, they can see their direct reports listed down the left side. When they click on the relevant employee, they will be able to see an employee overview.

If managers are unable to see employee salaries in their view, they may need to ask an admin to enable this feature for them.

Managers may prefer to receive employee leave or expense requests to their professional email address but still access their own payslips via their personal email address.

To enable this, the manager will just need to go to: Access & emails > Email settings > Edit email settings > input professional email address and click Save.

A manager can have access to multiple teams, however, each team can only have one manager.