How to add a Manager to a user?

The Mesh platform allows Administrators to assign a manager to each user. If a budget's approval flow includes an 'Approving Manager' step and a manager is assigned to a user, the platform will automatically populate the manager's name when the user fills out the budget request form. This feature eliminates the need to manually select an approving manager, reducing confusion and enhancing productivity through automation.

Authorized Mesh users can add a manager in three ways:

Manually, one by one, on the employee's profile page.
In bulk, via a CSV file uploaded to the Employees page.
Through your HRIS integration.

The below sections provide more details on each method.

Add a manager to a user's (e.g., Employee) profile

To add it to the employee's profile, follow the steps below:

a. Login as an Admin, a Pro, or an Employee with the permission to 'Create other users'.

b. Navigate to the Employees page.

c. Click on an Employee, scroll to the Basic Information section, and click Edit next to Manager (optional).

d. Select one of the users and click on the check icon.

Clarification: When searching for users from other entities, under the same organization, Mesh will list those users under 'Other Companies'. You must enter at least two characters to display these users.

e. The Manager assigned to that user will be listed on the Employees table under the Manager column.

Notes:

If the selected manager is deactivated, the Admin receives a warning message as that manager will be unable to function, potentially causing the approval workflow to get stuck.
An admin can designate a 'Contact-Only' profile or an 'Invited User' as a manager. However, currently, there are no warning messages associated with this action, as mentioned earlier.

f. The user's profile page, assigned as a manager, will list the users that we linked, and errors will be presented there as well if relevant.

g. Repeat the above steps for the rest of the users in that entity.

Add managers in Bulk through a CSV file

To add managers in bulk, follow the steps below:

a. Login as an Admin, a Pro, or an Employee with the permission to 'Create other users'.

b. Navigate to the Employees page, click on the three dots icon, and then on the Assign Managers (CSV).

c. Download a CSV file.

Notes:

Add employees to the platform before adding a manager in bulk.
The downloaded file will be unique for each entity.
As a default, if you do not mark/select users, all will be downloaded to the CSV file. You may choose specific users, and only those will be downloaded.

d. Open the downloaded file, add the Manager’s email to each user, and save the file.

e. Upload the file and click on the Next button.

f. Wait for the relevant validations and click on the Done button. If you see errors try to correct them.

Import managers through the HRIS integration

If you need assistance setting up your HRIS to support the functionality of importing managers, please contact our team at support@meshpayments.com.

Notes:

Users are not assigned a manager by default.
Adding a 'Manager' to a user is optional but highly recommended.
The approving manager is not necessarily the user's direct manager.
Mesh will allow Admins to designate a default approving manager when adding an Approving Manager step to the approval flow. If such a step exists in the approval workflow, Mesh will automatically populate the user's manager (if specified) or the default approving manager (if configured), without allowing users to select this information themselves. Power users with Admin, Pro, and Auditor profiles can change the approving manager on all request forms.