How To Add Managers

There are three kinds of OnTheClock users: administrators, employees, and managers. Managers can add/remove employees, adjust paid time off, create schedules, and adjust employee settings. Managers can also be linked to an employee account to clock in and out.

This chart breaks down the different permissions granted to each user.

Desktop | Mobile

Setup

Desktop

Add a Manager

1. Step 1: Log in as an administrator.
   Step 2: Click “My Team” in the top menu, then select “Team Directory” from the dropdown.
   Step 3: Click the “Add New Team Member” button.
   Step 4: Fill out the team member’s profile information.
   Step 5: In the Role Assignment section, select “Manager.”
   Step 6: Configure the manager’s permissions in the permissions panel that appears.
   Step 7: Choose “Send Text Invite” and/or “Send Email Invite.”
   Step 8: Click “Save.”

Add a Manager as an Employee

1. Step 1: Click “My Team” in the top menu, then select “Team Directory” from the dropdown.
   Step 2: Open the profile of the team member you want to update.
   Step 3: In the Role Assignment section, check the box for the additional role you want to assign (e.g., Administrator, Manager, or Employee).
   Step 4: If assigning the Manager role, configure the permissions in the permissions panel that appears.
   Step 5: Click “Save.”

Assign a Manager to an Employee

1. Step 1: Click “My Team” in the top menu, then select “Team Directory” from the dropdown.
   Step 2: Open the profile of the team member you want to assign to a manager.
   Step 3: Under "General" and “Additional Options,” select the manager from the dropdown list.
   Step 4: Click “Save.”

1. To remove the Manager role (but keep the user as a team member):

   1. Click “My Team” in the top menu, then select “Team Directory” from the dropdown.

   2. Open the profile of the manager whose role you want to remove.

   3. In the Role Assignment section, uncheck the “Manager” box.

   4. Click “Save.”

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   To permanently delete a manager from the account:

   1. Click “My Team” in the top menu, then select “Team Directory” from the dropdown.

   2. Locate the manager in the list.

   3. Click the red X next to their name.

   4. Confirm the deletion when prompted.

Once you’ve added managers to the system, they can manage team members’ time based on the permissions you assign to them.

If a manager also needs to track their own time, this can now be handled from the same profile—there is no longer a need to create separate profiles for different roles.

When logged in as a manager on the desktop, they can clock in and out by clicking their initials in the top-right corner and selecting “Clock In/Out” from the dropdown menu.

Once a manager's profile is deleted, they will no longer have access to the account.

Mobile

Add a Manager

1. Step 1: Log in as an administrator.
2. Step 2: Navigate to your dashboard.
3. Step 3: Click the + icon in the box labeled “Add Something New.”
4. 
5. Step 4: Select “Manager.”
6. 
7. Step 5: Fill out the manager’s profile and set permissions.
8. Step 6: Check off “Send Text Invite” and/or “Send Email Invite.”
9. Step 7: Tap “Save.”

Add a Manager as an Employee

1. Step 1: Tap your initials in the top left corner.
2. Step 2: Tap “Settings,” then “Employees.”
3. Step 3: Tap the + icon in the top right corner, then “Add One.”
4. Step 4: Under “General Settings,” copy over the exact information from the manager profile.
5. Step 5: Click “Save.”

Assign a Manager to an Employee

1. Step 1: Log in as an administrator.
2. Step 2: Navigate to your dashboard.
3. Step 3: Click the + icon in the box labeled “Add Something New.”
4. Step 4: Select “Manager.”
5. Step 5: Fill out the manager’s profile and set permissions.
6. Step 6: Check off “Send Text Invite” and/or “Send Email Invite.”
7. Step 7: Tap “Save.”

Delete a Manager

1. Step 1: Tap your initials in the top left corner.
2. Step 2: Tap “Settings,” then “Managers.”
3. Step 3: Tap on the manager you wish to delete.
4. Step 4: Scroll to the bottom and tap the “Delete” button.
5. Step 5: Confirm you’d like to delete this manager.

Once you've added your managers to the system, they can manage employee times based on the permissions granted to them. Should you have a manager who is also an employee, they'll need to create separate profiles for each user type. Once a manager's profile is deleted, they will no longer have access to the account.