An HR Manager is an Employee with additional permissions to facilitate the Employee Interview. The HR Manager can track the account creation status of all Employees, enter information for the Employee Interview, load census data, and terminate Employees.
To become an HR Manager, you must assign the Employee to the HR Manager role.
Note: An Employer may have multiple HR Managers. Each HR Manager will have the same permissions.
IN THIS ARTICLE
Assigning HR Managers in a Proposal
- Go to the Proposals page.
- On the Proposals page, find your client. Select the kebab menu, then choose Edit to access their Proposal.
We recommend selecting only Proposals with the Open status.
- In the Proposal, go to Step 2: Employee Demographic and checkmark the HR box next to each Employee you want to assign as an HR Manager.
- Save.
At this point, the newly assigned HR Manager will log into their account via the Employee Interview using their HR Manager account username and password.
Assigning HR Managers from the Employees page
- Go to the Employers page and find your client. Select the kebab menu, then choose Edit to access the Employer Hub.
- In the Employer Hub, select Employees in the Information section (if Employer is ACA-only) or View in the Employees section (if the Employer already has a Proposal with the MHQ turned on or Enrollment is unlocked) to access the Employees page.
- On the Employees page, find the Employees who will be HR Managers, and checkmark the HR box next to their names.
- Save.
At this point, the newly assigned HR Manager will log into their account via the Employee Interview using their HR Manager account username and password.