Articles on: Roles in Proplanum

The Manager role in Proplanum

A Manager is a team leader or shift supervisor. They organise the work, lay out schedules and coordinate day-to-day activity at the locations assigned to them. They are the first point of contact for employees day to day.


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What you can do


  • Schedule — planning, modifying and publishing shifts and managing unassigned shifts.
  • Time tracking — monitoring and correcting recorded work time (Correcting and approving work time).
  • Tasks — creating tasks and assigning them to the team.
  • Team — the list of employees assigned to the location (read-only).
  • Locations — a view of your location.
  • Requests — your own requests plus insight into the team's requests.


Employees' requests


By default a Manager sees their team's requests but does not review them — they submit only their own.


If the "Manager can manage requests" option has been turned on in the location settings (the "General" tab → the "Requests" section), a Manager can additionally approve, reject and submit leave requests on behalf of their employees. The option is turned on by the Organisation Administrator, the Advisor or the Location Manager, separately for each location.


The "Manager can manage requests" option in the general location settings


More about the setting is in General location settings, and about the rules for reviewing requests in Who can approve requests?.


Caution: Even with the option on, a Manager cannot review another Manager's request.


Limits


  • Has no access to financial statistics.
  • Does not manage the employee list — does not add, edit, import or delete.
  • Does not grant roles.

Updated on: 09/08/2026

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