Making people assignments for Managers

This article is for Administrators. Learn more about permissions. If you’re a Member, check out our Member resources.

 

Team members with Manager permissions can be be assigned a group of people for whom they can approve time and expenses and report on. Only Administrators can make people assignments.  

image of assigned people tab

  1. Head to Team and click Actions > Edit next to the person you'd like to update. 
  2. From the Assigned people tab, click into the Find and select people to assign... field. You can type a person's name or scroll through the list of names to select. 
  3. When you've finished selecting all of the people for this person to manage, click Assign people

Once a Manager has assigned people, they'll be able to:

  • Approve timesheets for their assigned people.
  • View their assigned people from the Team overview page (Team).
  • Report on their assigned people's time from Reports > Time  and Reports > Detailed time
  • Edit some basic information in the user profiles of their assigned people (First Name, Last Name, Timezone). 
  • Resend the invitation to join the Harvest account to their assigned people. 

 

Did you find this article helpful?

Still have questions? We’re happy to help!

Contact us