You can create a manager or edit an existing manager from within RSM InTime.

If you have a front-office system then you should normally create and update managers through your front office system. Any changes that you make directly in RSM InTime are likely to be over-written by a subsequent update from your front-office system.

How do I see my list of managers?

From the menu bar, click Profiles > Managers.
The list of managers, the client company they are associated with, last login date and the status of the account.
Expand the Search Options by clicking on the

How do I edit an existing manager?

From the list of managers, click the Edit icon in the Actions column to get to the Edit Manager screen

Other options

From the list of managers, click the drop down menu next to the Edit icon in the Actions column to get options to
1. Change the Roles of the Manager
2. Switch to the Manager
3. View Messages (e-mails) sent to the Manager
At the bottom of the screen there are options to
1. Send Welcome Emails
2. Reset and Send Passwords
3. Unlock an Account
4. Send Timesheet Reminders
5. Send Approval Reminders
6. Export the list of Managers to a .csv file

How do I add a new manager?

From the list of managers, click the Create icon
A Client window appears where you can search for and select a Client. Click OK
The Create Manager screen is displayed.
In the Main tab, add the name, address and other contact details for the manager. Firstname, Lastname and Email address are mandatory.
Click Save. The Username and Reference fields are populated
1. Tip: You can also create managers directly from the client profile. For more information, see Maintaining Clients.

Who can see managers?

Administrators with read or read-all role.
Consultants with the read-all role can see any manager.
Consultants with read-only can view managers for a specific placement that the consultant is assigned to.

Who can create managers?

Administrators with the create-manager role.
Consultants with the create-manager role.

Who can modify managers?

Administrators with the write-all role

Consultants with the write-manager role can modify the managers for a specific placement that the consultant is assigned to.

Consultants with the write-all role can modify all managers.