Setting Up Stand-in Managers

Stand-in Managers temporarily assume a manager's responsibilities when they're absent—whether on holiday, sick leave, or any other break. This ensures team members continue to receive support and management activities aren't disrupted.

When a Stand-in Manager is activated:

• They receive identical permissions to the manager they're replacing

• They have full access to the original manager's direct reports

• 1-to-1s and surveys are automatically transferred to them

• The original manager loses their manager rights temporarily

• Rights are restored automatically when the original manager returns

Important: Stand-in Managers have complete access to sensitive team information. Assign this role carefully and only to trusted individuals.

You need to complete two steps to properly configure a stand-in:

1. Navigate to People → Individuals

2. Search for and select the manager who will be absent

3. Click the ellipsis menu (⋯) → Edit details

4. Scroll to the Manager section

5. In the Stand-in Manager field, select who will cover

6. Save changes

1. Navigate to People → Teams

2. Select the team managed by the absent manager

3. Click Edit

4. In the Stand-in Manager field, select the same person

5. Save changes

Best Practice: Always assign the same person as stand-in for both the manager's profile and their team to avoid confusion.

Once configured, activate the stand-in when the manager goes on break:

1. Navigate to People → Individuals

2. Select the absent manager

3. Click Edit details

4. Change Management Status from "Active" to "Taking a break"

5. Save changes

The stand-in manager immediately receives all manager permissions.

When the original manager returns:

1. Navigate to People → Individuals

2. Select the returning manager

3. Click Edit details

4. Change Management Status from "Taking a break" to "Active"

5. Save changes

The stand-in's temporary permissions are removed, and the original manager's permissions are restored.

To set up Stand-in Managers, you need:

• Admin, Owner, or HR role

• Access to People settings

Q: Can I have multiple stand-in managers?
Each manager can have one designated stand-in. However, you can set different stand-ins for different managers in your organisation.

Q: What if the stand-in is also absent?
You would need to update the stand-in assignment to a different person, or the team would be without active management until someone returns.

Q: Do stand-ins appear in the org chart?
While acting as stand-in, they maintain their own position in the org chart. A note may appear indicating they're "Standing in for [Manager Name]".

Q: Can a stand-in change team membership?
Stand-ins have manager permissions, not HR or Admin permissions. They cannot add/remove team members unless their core role allows it.