This article will show you how to assign a Customer Manager as an HR or PTO Manager for one or more supported employees or to all future supported employees of one or more hiring countries.

Assigning a Customer Manager to one or more supported employees

Step 1. Log in to the Global Work Platform™

A user must have the Company Admin role.

Step 2. Navigate to the Company tab and click on the Users tab.

You can search for an HR or PTO Manager by scrolling through your list of customer managers or by searching in the search box.

Step 3. Click on the Customer Manager you want to edit.

You will now be routed to their user page.

Step 4. Scroll down to the "Individual Level Roles & Permissions" section.

Step 5. Under the HR or PTO Manager column, select the box next to the correct supported employee(s).

The supported employee list is organized by country.

A Customer Manager can serve as both an HR or PTO Manager for a single supported employee and a Manager for multiple supported employees.

Assigning an HR or PTO Manager as a Manager of a Country

If a Manager should serve as an HR or PTO Manager for all supported employees hired in a specific country, follow the steps below.

Step 1. Under the HR or PTO Manager's user profile, navigate to the "Individual Level Roles & Permissions" section.

Step 2. Select the box next at the top of the HR Manager or Time Off Manager column next to the corresponding country.

Customer Managers can be assigned as both an HR and PTO Manager for a country.