Managers overview
What line managers and supervisors approve for their team, where to find it, and how HR decides whose requests reach you.
Before you start
- Set up employees and supervisorsHR names you as the Reporting To person (primary supervisor) or Secondary Supervisor on each team member's record. That decides whose requests you see.
If people report to you, their leave, expense and loan requests come to you first, and you appraise them. You decide, then the request goes on to HR or finance.
Where to find your work
- Manager Workspace in the menu on the left: Workspace Overview shows what's waiting (leave requests and more), then Leave Approvals and Team Appraisals.
- Approvals in the left rail lists every queue you can act on, with counts: for example Leave approvals, Cover requests and the expense queues.
- On your own My Leaves, an amber box tells you when team leave is waiting for you.
What you approve
| Area | What you do | What happens next | Set up by HR in |
|---|---|---|---|
| Leave | Approve leave | HR gives final approval: Give HR approval for leave | Set up leave |
| Expenses | Approve expenses, View your team's expenses | Finance verifies and pays: Verify expenses | Set up expenses |
| Loans | Approve loans | Explained on that page | Set up loans |
| Performance | Appraise your team | HR reviews | Set up performance |
Whose requests reach you
You see a team member's requests when you are their primary supervisor (the Reporting To person on their employee record), or their secondary supervisor while the primary one is on leave. HR sets both in Set up employees and supervisors. If someone in your team is missing from your queue, or you see someone who isn't in your team, ask HR to check their record.
Your role must include the approval rights (the Supervisor role does). Your own requests go to your own supervisor, as for every employee: see My workspace overview.