Guidelines for users with the “Manager” access profile

⚠️ Important:

This content is also available in an interactive online version.

Access it here: Engage - Interactive Version

TABLE OF CONTENTS

• Approvals
  • Week Approval
  • General Requests Approvals
  • Reimbursements Approvals
  • Vacation Approval
  • Adjustments Approval (Method: Check-In Check-Out)
• My Team
• Reports

Approvals

Week Approval

To approve, reject, or reopen weeks for an employee:

1. On the left-side menu, click on "Work Hub" , under the Time Tracking section , select the "Time Entries" option , and click on the "Managees TimeSheets" subtab at the top of the screen.

2. Check pending weeks.

3. Review hours worked and approve, reject, or reopen for adjustments.

4. Approve or reject weeks individually or in bulk using the checkboxes on the left.

5. Check that you have selected the correct option and click “Save”.

Important: For Reopening Weeks, the month must be opened first.. This reopening can only be done by a user with a financial profile.

General Requests Approvals

To manage requests sent by employees:

1. On the left-side menu, click on "Work Hub" , under the Work Requests section , select the "General Requests" option , and access the "Managees Requests" subtab.

2. Review pending approvals.

3. Approve or reject as per company guidelines.

Reimbursements Approvals

To manage reimbursement requests submitted by employees:

1. On the left-side menu, click on "Work Hub" , under the Work Requests section , select the "Reimbursements" option , and access the "Managees Reimbursement" subtab.

2. Review pending approvals and information submitted by each employee.

3. Approve or reject as per company guidelines.

Vacation Approval

To manage vacation requests submitted by employees:

1. On the left-side menu, click on "Work Hub" , under the Work Requests section , select the "Vacation" option , and access the "Managees Vacation" subtab.

2. Review pending approvals.

3. Select one or more requests using the checkboxes.

4. Approve or reject as per company guidelines.

Adjustments Approval (Method: Check-In Check-Out)

To approve or reject an adjustment to an employee's time sheet in the Check-In Check-Out method:

1. On the left-side menu, click on "Work Hub" , under the Time Tracking section , select the "Time Entries" option , and access the "Managees TimeSheets" subtab.

2. Check the adjustment requests.

3. Approve or reject requests individually or in bulk.

My Team

On the left-side menu, click on "Organization", under the Team section, and select the "My Team" option. If your profile is manager, you will be able to see the number of collaborators on your team and the hierarchical organization of the team. You can also filter your managers by name and save filters that are relevant.

Buddies also have access to this menu, but only to the table with fellows to access the history.

Important: from this screen you will be able to consult the history of those managed.

Reports

In Avenue Engage, you have access to a series of automatically generated reports. To access them, navigate to the left-side menu, click on "Reports", under the Workforce Reports section, select the "Managees" option, and choose the desired report subtab at the top of the screen.They are:

• Managees Monthly Report: Check each employee's total hours worked and bank of hours balance. For a detailed view of an employee's timesheet, click the corresponding blue arrow below the "Actions" field.

• Managees Accuracy: Monitor your employees' accuracy when recording their workdays. Under "Actions," you'll find more details on how accuracy works and can make adjustments if necessary, according to company guidelines.

• Managees Mood Report: Check the overall result of your employees' Mood Thermometer.