# Staff roles, the HR job and reporting managers

> What Owner, Admin and Staff can do, how to give someone the HR job, and how reporting managers approve leave and attendance corrections.

Source: https://pathshala.mjxtechnologies.com/docs/people/roles-and-managers/

In Pathshala every person has one **role** — Owner, Admin or Staff — and can also be given **jobs** that add what they may do. Separately, each person can have a **reporting manager**, who answers their leave and attendance corrections.

## The three roles

These are the words a **Business** sees. A school sees the same three roles with school wording.

| Role | What it means |
|---|---|
| **Owner** | Everything, including billing, WhatsApp settings and adding people. |
| **Admin** | Everything day to day — people, leave, attendance and payroll. Not billing. |
| **Staff** | Their own work: check in, apply for leave, see their payslips. Cannot change settings. |

Only an owner can add or change an owner or another admin.

## Jobs: the HR job and others

> [!PATH] Apps › MJX People › People › What they may do

![Add a person window with the What they may do choice marked](media/people/roles-and-managers-1.jpg "Apps › MJX People › People › What they may do")

Under **Their job(s) here**, tick one or more jobs. Ticking more than one adds them together. The jobs offered are the ones that grant something in a product you hold, so an office on MJX HR sees the jobs about people. The one that matters most here is:

| Job | What it gives |
|---|---|
| **HR** | Staff records, leave and payroll. Opens the HR portal and everything in it, and — in MJX Attendance — shifts and check-in machines. |

Press [[Add or remove one setting]] to change a single permission for one person, then [[Save]]. To change a job for everybody, use **Sidebar › Settings › People & roles › Roles & permissions**.

### Attendance permissions you may see

| Permission | What it allows |
|---|---|
| Manage Shifts & Overtime | Create shifts, set overtime rules, put people on a shift |
| Manage Check-in Machines | Fingerprint and card machines, desks, link codes, who has which card |
| Manage Offices & Selfie Rule | Office locations and radius, and whether a check-in needs a selfie |
| See Check-in Photos | Open the selfie a colleague's check-in stored |

## Who can open the HR portal?

The HR portal (`/hr`) and its screens are for whoever may manage HR: the **owner** always, an **admin** where roles were never set up, and anybody given the **HR** job. Everybody else uses **My HR**.

## How to set who reports to whom

> [!PATH] Apps › MJX People › HR portal › People › Who reports to whom

![Who reports to whom screen with its tab marked and the Reports to box beside each person](media/people/roles-and-managers-2.jpg "Apps › MJX People › HR portal › People › Who reports to whom")

1. Find the person.
2. In **Reports to**, pick their manager — or **Reports to — nobody**.
3. It saves when you choose. The person sees their manager on **My HR**.

## What a reporting manager can do

| Task | Where |
|---|---|
| Approve or turn down their team's leave | **Leave › Your team's leave** — [[Approve]] / [[Turn down]] |
| Approve their team's attendance corrections | **Attendance corrections** — [[Approve]] / **Not approved** |
| Hear when their team has not checked in | The daily "not checked in" message, if the office switched it on |

When an application belongs to someone with a manager, the office is told: *"This goes to (manager), their reporting manager. To have somebody else answer it, change who they report to on HR → Who reports to whom."*

> [!WARNING]
> A manager answers on the **website**. The MJX People app shows a manager how many corrections are waiting and opens the website to answer them.

## Who decides when there is no manager?

The owner or an admin. Nobody can answer their own application — the screen says *"You cannot answer your own leave application. Ask the owner to."*

> [!TIP]
> Set managers before you open leave to everyone. Otherwise every application lands on the owner.

## Questions people ask

### Who approves a leave application?

The person's reporting manager, if they have one. If not, the owner or an admin answers it.

### Can a manager approve their own leave?

No. Nobody can answer their own leave application or their own attendance correction — ask the owner to.

### Can I give someone HR access without making them an admin?

Yes. Give them the **HR** job ("Staff records, leave and payroll.") in **What they may do**. They can then open the HR portal.

### Does a manager see their team's payslips?

No. Being somebody's reporting manager lets you answer their leave and attendance corrections. It does not open their salary.