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Set up and manage admin assistants

Assign admin assistants, support approval processes, and understand how admin assistant roles work.

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Written by Charlotte Alderson

If you need to support approvals or provide additional access for managers or users, you can assign admin assistants. Admin assistants can act on behalf of users or managers, depending on how you configure them.

📌 Note: You need HR Admin permissions to assign admin assistants and update approval rights.

Understand admin assistant roles

There are two types of admin assistants:

  • Admin Assistant: Assigned to a user and can approve their requests.

  • Line Manager Admin Assistant: Assigned to a manager and can approve requests on their behalf.

Use these roles to support approvals or provide cover when managers are unavailable.


Enable admin assistants in approval rights

  1. Click HR Admin, then click Setup.

  2. Click Types.

  3. Add Admin Assistant or Line Manager Admin Assistant to Approve rights.

  4. Click Save.


Assign a line manager admin assistant

  1. Click HR Admin, then click Manager and Admin Assistant.

  2. Find the manager in the list.

  3. Enter a value in Employee’s Admin Assistant.

  4. Click Save.

This allows the admin assistant to approve requests for the manager’s team.


Assign an admin assistant to a user

  1. Click HR Admin, then click Manager and Admin Assistant.

  2. Find the user.

  3. Enter a value in Employee’s Admin Assistant.

  4. Click Save.

This allows the admin assistant to approve requests alongside the user’s manager.


Understand system limitations

  • You can’t assign more than one line manager to a user.

  • To support multiple approvers, assign one as an admin assistant.

  • You can’t change an admin assistant for a single user’s view only.

    • Changes apply across the system.


Manage temporary approval cover

The system doesn’t support temporary approver changes.

To provide temporary cover:

  • Assign an admin assistant.

  • Add them to approval rights.

Remove or update the assignment when it’s no longer needed.

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