Line Manager — HR guide
See your own team clearly, and decide what they are waiting on.
Sees their own departments only — approves what their people ask for, and answers for their team's numbers.
What you will be able to do
- See every person who reports to you, and their status today
- Approve or refuse leave without leaving the page
- Open your team's goals, reviews and one-to-ones
- Follow your team's goals and reviews
What this role can and cannot do
| Can | Cannot |
|---|---|
|
|
5 steps, each one carried out in the product on .
See your team #
Where HR » My team
- Open My team.
You should see This is the list the system builds from the reporting lines, not one you maintain.
Watch out Somebody missing here almost always means their record is not linked to a login yet.
Worth knowing If somebody is missing, their record is not linked to a login yet — ask HR to link it rather than re-creating the person.
Decide your team's requests #
Where HR » Requests
- Open Requests.
- Press the Waiting on me tile.
- Press View on one.
- Approve or refuse with a reason.
You should see A refusal with a reason is a decision. A refusal without one is a conversation you will have twice.
The company-wide org chart is not part of your view #
Where HR » My team
- Look at the HR menu.
- Open My team.
You should see The chart is the whole company's tree, so it is HR's. Your own people are on My team, with their status today.
Watch out Typing the org chart's address shows "You don't have access to this section" — that is the scope working, not a fault.
Follow your team's goals and reviews #
Where HR » Performance
- Open Performance.
- Read your team's goals and reviews.
You should see You can see the work your people signed up to without asking them for a status update.
HR's steps are not yours to decide #
Where HR » Requests » a request
- Open Requests.
- Press View on a request that is waiting on HR.
You should see There is no Approve or Reject on a step that is not yours. The request moves when HR decides it.
Use cases — the work, step by step
Each one is a sequence somebody actually performs, with the screen behind every step. Every screen here was opened in the product as this role before it was published.
dailyDecide your team's leave without leaving the page #
Your people are waiting on you, and their balance is checked before the request ever reaches you.
Open My team to see who is in, who is out and what is pending.
HR » My team — verified: the page says “team” Open Requests, read what was asked, and approve or refuse with a reason.
HR » Requests — verified: the control is offered; the page says “Approval workflow”; the page says “Waiting on me”; the control is offered; no “Safe to approve” anywhere on the page; no “hr_specialist” anywhere on the page; no “hr_manager” anywhere on the page; no “tenant_admin” anywhere on the page; no “experience_letter” anywhere on the page
weeklyPrepare for a one-to-one in five minutes #
Everything you need is already recorded — you are reading, not collecting.
Open Performance and read the person's goals and where the review cycle has got to.
HR » Performance — verified: the page says “Performance” Open My team if the conversation is about who reports to whom.
HR » My team — verified: the page says “team”
You see your departments, not the company. That is the scope the system gives a line manager — and it is why you can be given access at all.