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Home / Help System / Roles / Manager

Manager

The manager role in the time and effort system is assigned to you if you have employees reporting to you that work on accounts the require certification.

You may be assigned the manager role, even if you do not certify your own effort reports.  Your role is to review the documents for accuracy and appropriate effort percentages and then accept or reject these documents.

The functions you must perform as a manager are very straightforward:

  • Review and certify or reject employee documents in your Inbox
  • Determine if you want your employees to participate in document confirmation

You may also find and review other documents that do not require your immediate action.

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  • Employee (PI)
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