Line managers and HR
Give each person a line manager, a start date and their employment details, so managers see their own team and HR keeps the records.
Agoo is in early access. This page describes the feature as it ships to early-access organisations; screens are illustrative.
Attendance, leave and timesheets all need to know two things about a person: who they report to, and the basis they work on. Both live on the person's page in Console → People, under Employment, on every plan.
Employment details
Open someone in Console → People and edit their details. The Employment part holds:
| Detail | What it's for |
|---|---|
| Manager | Their one line manager. The manager sees their attendance and leave and, as approvals arrive, approves their leave and timesheets. |
| Started on | Their first day. Leave in their first year and their length of service count from it. The Labour Act asks employers to keep each worker's date of employment with their leave records. |
| Employment type | Permanent (the default), temporary, casual or part time. Pay for public holidays and the payroll export use it as they arrive. |
| Contracted hours a week | Optional, from 0.5 to 80, such as 37.5. For part-time people without a roster: their day and week are measured against it. |
| Left on | Set to the day you deactivate someone, if it's empty, and cleared if you reactivate them. Correct it if they left on another day. Leave owed to leavers is worked out from it. |
Owners, Admins and HR can change these for anyone, and Site admins for people at their own sites. Each change of manager is recorded in the audit trail as Changed someone's line manager, and every other change as Person updated.
Choosing a manager
- One manager each. Pick them by name. They must be an active person in your organisation; they don't need to sign in to Agoo.
- Never themselves, never a loop. Agoo refuses a choice that would make someone report to themselves, directly or through others, and says who closes the loop.
- When a manager leaves, the people who reported to them show under No manager in People until you choose someone new.
Set managers for many people at once
Find who has no manager
In Console → People, filter by No manager. It lists active people on attendance with no manager, or whose manager has been deactivated. Home's staff time checklist shows the same count.
Select them and choose a manager
Tick the people (up to 200 at a time), then pick the person they report to, or clear their manager. Each change is recorded on its own in the audit trail.
You can also set managers and employment details in a CSV import (Growth and above), with the manager, started_on, employment_type and contracted_hours columns. The People export has Manager, Started on, Left on, Employment type and Contracted hours columns.
What a manager sees and does
Being someone's manager isn't a role. It works with whatever role the manager has, even Employee, and covers everyone below them: their direct reports, and those people's reports in turn.
- Their team in People. A person's page shows Reports to (their manager, and that manager's manager, up the line) and Their team (the people who report to them).
- Their team's attendance. A manager can see their team's punches, shifts and leave requests, and in the Console My team (Attendance → Today) and the Team timesheet, with who is in, late, not in yet or absent. They can authorise an absence for their people. The Workspace app's Team tab comes with leave approvals.
- Alerts about their team. On their phone, the manager hears when someone's shift ended with no clock-in (on by default) and, if your organisation turns it on, when someone isn't in yet. Each person chooses how in Account → Notifications.
- Approvals, as they arrive. Managers approve their team's leave requests and, at the end of each period, their timesheets, by the steps your organisation chooses in the attendance rules. Nobody approves their own.
- When a manager is away, their approvals go to their own manager and then to HR, and come back when they return. A manager can also name a deputy for some dates. Both are planned, with leave approvals.
The HR role
HR is a built-in role on every plan for the people who keep staff records, leave and timesheets. It covers People and attendance at every site, the attendance rules, and (as each arrives) the HR approval step, reopening a locked timesheet, leave balances and the payroll export on Pro and Enterprise. It has nothing to do with billing, security, settings or visitors, and it isn't an admin seat.
Owners and Admins give the HR role; Site admins can't. See Roles and permissions.
For developers
The new details are on the Person object in the API, and you can list one manager's direct reports. See the developer changelog.