Manager Guide

Access and roles

user access in marco depends on the following factors profile type docid\ jz2bbnfhis krppdbsryy access and roles docid\ xb eqigtsetknal10mblv (for managers) access and roles docid\ xb eqigtsetknal10mblv (for managers) manager access privilege in marco, managers can be granted different access privileges, which determines what a manager can view or do all managers can be granted one or more of the following access privileges time access payroll access billing access admin access by default, all managers have no access privileges only admin managers (managers with admin access) can set access privileges for all managers to administer access, refer to set manager access privileges docid\ tff9x2y2kq n5tiol7n6d no access privilege (default access) by default, all managers can only view their assigned staff the default access allows all managers to add and onboard new staff view and edit basic staff information, including some personal and work details view staff's leave balance and history view staff's expense records view and manage staff's documents manage staff's relocation view and manage staff's visa applications managers with no access privileges cannot approve their staff's leave requests and expenses, unless they are assigned as the staff's reporting manager time access time managers (managers with time access) can only view their assigned staff on top of the default access, time managers can also manage staff's leave balance and records manage staff's public holiday list and weekend policy approve staff's leave requests payroll access payroll managers (managers with payroll access) can only view their assigned staff on top of the default access, payroll managers can also view and edit private staff information, such as bank information and employment contract information manage staff's salary items manage staff's insurance manage staff's bank accounts manage staff's expense records approve staff's expenses run expense and payroll reports billing access billing managers (managers with billing access) can only view their assigned staff on top of the default access, billing managers can also manage company documents manage agreements with vendors make eor quotations and requests admin access only admin managers (managers with admin access) can view all staff in the company in general, the admin manager can do everything that a time manager, payroll manager, and billing manager can do view, manage, and edit all staff information, including personal, bank, and work details, leave, salary, expenses, relocation, and so on manage company documents, agreements, quotations on top of all accesses, admin managers can also assign managers and vendors to staff set profile type and manager access change staff's marco account email offboard staff delete staff manage the company's information, including its business entities, bank accounts, and exchange rates with these additional accesses, the admin manager also serves as a marco platform administrator for their company manager role assignment managers can be assigned to a staff in any of the following roles reporting manager data manager when a manager is assigned as the staff's reporting manager or data manager, they will be able to view and manage the staff based on their access privileges marco platform's people page, showing a list of managed staff each staff can be assigned only one reporting manager and multiple data managers if needed, the same manager can be assigned as the reporting manager and data manager for one staff reporting manager a reporting manager is the staff's direct manager as a reporting manager, you can approve the staff's leave and expenses, on top of your existing access privileges data manager a data manager manages the staff's data for the company as a data manager, you can manage the staff's leave balance, handle payroll and salary matters, and so on, depending on your access privileges typically, the company's hr and payroll employees will be assigned as data managers to manage their company's staff in marco