Assign Department Managers in Workforce Management

Description: Learn how to set up and assign managers in Workforce Management. This guide walks you through linking Shift4 Dine Customer Hub accounts to employees and assigning departments to managers who can work with schedules and time cards.

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Prerequisites

• The employee you want to make a manager must already exist in Workforce Management.
• The same person must have a Shift4 Dine Customer Hub user account.
• Both accounts must be linked (see Link Shift4 Dine Customer Hub accounts to an Employee below).
• You must have administrator access in the Customer Hub.

Related prerequisite articles

• Add Users to the Portal in Shift4 Dine Customer Hub
• Add an Employee to a Department on Workforce Management

Link Shift4 Dine Customer Hub Accounts to an Employee

1. Log in to Shift4 Dine Customer Hub and select Workforce Management > Scheduler / Timecards
   Note: The Scheduler and the Timecards are the only two options that load Workforce.
   
2. Navigate to the Employee tab.
3. Select the three dots and the Link Shift4 Dine Customer Hub accounts.
4. Select the Customer Hub Employee matching their Customer Hub User access.
5. Select Save when all employees are linked. 
   
6. Continue to Assign Managers to a department.

Assign Managers to a Department

Note: Only those users who are specifically given access to manage a department can do so. ‘Managing a department’ (and the Manage Schedule permission) provides the ability to view, create, and edit shifts and schedules. To grant a manager access to a department:

1. Navigate to an employee’s profile via Employees > Employee Name > Access & Permissions.

2. Confirm the employee is already linked to their Customer Hub account (step 4 above).

3. Select the department(s) you wish the employee to manage. 
   Note: You can also provide other permissions to the employee, giving them the ability to perform other tasks within the app (e.g., approving time off requests; editing timecards).

4. Enable additional permissions:

   • Manage schedule: Can create and edit shifts and publish schedule.

   • Manage time off: Can create, approve, decline and delete time off requests.

   • Manage company employees and employee profiles: Can view employees in the company network.

   • Manage availability: Can create, edit, approve, decline and delete availability sets.

   • Manage timecards: Can create, edit and delete timecards.

   • Manage attendance settings: Can manage attendance settings including unscheduled shift clock-in and short break prevention.

   • Manage sales and labor costs: Can view employee and job hourly rates and schedule sales & labor costs.

   • Manage certifications: Can create and manage company certifications.

5. Select Save when finished.