Manage your manager's permissions

Information Types

Managers will have access to two primary types of information: Basic Employee Information as well as Compensation and Work History.

The type of information included in each of these categories and the information managers won't see can be found below:

Basic Employee Information	Compensation and Work History	Managers Will Never See
Preferred Name Contact Email Phone Number* Profile Photo* Emergency Contact* Birthday (M/D) Join Date Job Title* Reporting Structure Department Preferred pronoun of direct reports	Work Address Employee Type* Current Compensation* Compensation History Additional Earnings*	Legal Name Birth Year SSN Payment Methods Home Address Benefits Tax Elections Garnishments Documents

*Information marked with an asterisk can be edited if managers have 'Editable and Viewable' permissions.

Permission Types

Permission Type	Description
Hidden	Choose "Hidden" to hide all information from your managers. If the Coworker Directory feature is turned on, general information (ie. birthday, title, and join date) will show for the whole company.
Viewable	Choose "Viewable" to allow managers to view information about their direct reports and extended team.  If the Coworker Directory feature is turned on, managers have visibility into both their team and all other employees' general information (ie. birthday, title, and join date) at the company.
Editable and Viewable	Choose “Editable and viewable” to allow managers to edit information about their direct reports and extended team. We’ll notify you when a manager makes changes. If the Coworker Directory feature is turned on, managers can view and edit their team's information and view-only all other employees' general information (ie. birthday, title, and join date) at the company.  Fields that can be edited by managers are marked by astericks in the "Information Types" table above.

Step 1. Ensure the manager has an employee account in Gusto—if they're not paid as an employee by the company, you may need to add them as administrator instead.

A user must have an employee Gusto account in order to be assigned as a manager.

1. Add the manager as an employee if this is not already set up.
2. Grant this employee access to Gusto if you haven't already.

Step 2. Assign a manager to your employees

Once a manager is assigned, Admins will no longer receive notifications of time off requests, but they can still manage them from the Time tools section. Only one manager can be assigned to an employee, and only the assigned manager will receive email notifications regarding that employee.

1. Click the People section and select Team members.
2. Click the name of the employee who you'd like to assign a manager.
3. Navigate to the Job & Pay tab.
4. Click Edit next to Employment Details section. 
5. Select the manager from the drop-down menu (shows the list of employees with Gusto access).
   • For now, "managers" can only be individuals that also have employee profiles in Gusto.
6. Click Save.

To bulk assign managers:

1. Click the People section and select Team members.
2. Click the Bulk edit button and select Update managers.
3. Select a manager from the dropdown box on the right and assign to the respective employee on the left.
4. Click Save managers.

Your employees will now:

• Have the ability to request paid time off directly to their manager.
• Be associated with their manager in the coworker directory (if enabled).

Step 3. Notify your managers

• Notify your managers that they can view, approve, and decline vacation and sick time off requests for their assigned employees. Managers must approve or decline before the corresponding payroll is processed.
• Notify your managers that they can review, edit, and approve hourly employees' reported hours. 
• The information that your managers can view or edit is based on the specific permissions that have been set up. Read more about manager permission types in the dropdown above.

1. Click the Settings section from your admin profile.
2. Click the Permissions tab.
3. In the "People managers" tile, click Edit manager permissions .
4. Click edit next to "Manager Permissions."
5. Select a permission level a for each information type (learn more about the permission types in the first dropdown):
   • Basic Employee Information
   • Work and Compensation History
6. Click Save.

Once an employee has been dismissed in Gusto, their previously assigned manager can no longer see the employee's information or approve their time and time off. 

Admins should either:

• Wait to dismiss an employee until after their manager has approved any final hours or;
• Personally review and approve time for the dismissed employee before issuing their final paycheck.