Define your company’s management hierarchy under Global Settings > Platform Settings > Management Levels.
- Example roles: Administrator, Regional Manager, Manager, Supervisor.
- Use the ellipsis menu to add subordinate levels.
Enable Allow multiple managers if the role will be shared.
Create and configure group structures under Global Settings > Platform Settings > Group Structure.
- Add group types like Location, Department, Position, or custom types.
- Define if the group type is managed and assign a target (employees or devices).
- Set up hierarchies up to five levels deep.
Assign managers using Employees > Manager Assignments.
Use group assignments to control visibility and access.
- Limit role access (e.g., Payroll Manager, Schedule Manager).
- Filter employees in timesheets, schedules, and reports.
Configure alerts for managers via Global Settings > Time Tracking > Alerts.
- Choose an alert type (e.g., Forgot to clock in), click Edit if you wish to change the settings, OR
- Click the three dots > Add to add a new alert.
- Set Audience to Manager.
- Define Alert Rules and recurrence.
- Set the Scope by Groups or Custom Fields.
- Under Who to notify, select Manager.
- Click Save.
Use management levels in approval workflows via Global Settings > Platform Settings > Workflows.

Once you have created the parent, you can add a hierarchy up to five levels deep.

If you need help, call (888) 783-1493, email support@workeasysoftware.com, or submit a ticket.

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