♦️Manager Eligibility

What is Manager Eligibility?

Manager Eligibility allows you to choose which Self Service Roles can perform manager-related actions in Pocket HRMS. You can select the required roles from the list and save the settings.

How to Configure Manager Eligibility?

Path: Login into Cloud Portal > ESS Settings > Leave > Manager Eligibility.

Step 1: Log in to the Cloud Portal and open ESS Settings.

Step 2: Select the Leave module and open Manager Eligibility.

Step 3: You will see a list of available Self Service Roles. Select the checkbox for the roles that you want to make eligible for manager assignment.

Step 4: Scroll down to the end of the list, and Click Save to save the selected roles.

Step 5: While configuring the Approval Matrix for an employee, users belonging to the selected roles will be available in the Select Manager dropdown.

Note: The selected role must also have access to the required approval page. This access can be provided through Role Allocation.

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Leave&submodule=ManagerEligibility

Why is the Selected Role in Manager Eligibility Not Able to Perform Actions as a Manager?

If a Self Service Role user is available in the Select Manager dropdown but cannot perform the required manager actions, check whether the user's role has access to the required approval page.

Path: Login into Cloud Portal > ESS Settings > Profile Info > Role Allocation.

Step 1: Log in to the Cloud Portal and open ESS Settings, Click on Profile Info and open Role Allocation.

Step 2: Select the module.

Step 3: Select the role assigned.

Step 4: Click search.

Step 5: Check whether the required Rights is enabled for the selected role.

Step 6: If the required rights is not enabled, provide the appropriate page access to the role.

Step 7: Save the changes and try the action again.

Example: If the Trainer role is selected under Manager Eligibility, users with the Trainer role will appear in the Select Manager dropdown. However, the required approval page must also be accessible to the Trainer role through Role Allocation for the assigned Trainer to perform the manager related actions.

Link: https://cloud.pockethrms.com/Settings/Employee/ESSIndex?module=Profile&submodule=RoleAllocation

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