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How to set up a People Manager

Borderless AI Support
Updated

What is a People Manager?

A People Manager in Borderless AI can view and take action on requests submitted by their direct reports only, including:

  • Expenses
  • Time Off
  • Contractor Invoices

People Managers can only access information related to their own team, ensuring privacy and clarity across the organization.

 

Step 1: Add the manager as a hire

To get started, managers must first be added to the Borderless platform as a hire:

  1. Go to Hires page.
  2. Click Add New Hire.
  3. Choose from either Employee or Contractor.
  4. Select whether the manager is employed by Borderless' entity or your own entity (direct employee).
  5. Complete the required information to send an invite to the manager.
    1. Note: If the individual does not need EOR or payroll services through Borderless AI, you do not need to put actual details in some requested fields, such as compensation. Simply put "0" or a placeholder value in that case.

Please note that for EOR employees, the invite is submitted to the Borderless team in order to ensure all of the legal documents are prepared before sending an invitation.

 

Step 2: Assign the manager to their reports

Once the manager has accepted their invitation, you can assign them to their team.

For each employee:

  1. Go to the hire’s profile
  2. Click Assign a manager
  3. Select the manager
  4. Choose whether to grant access to their reports' data and requests
    1. If yes, assign the People Manager role
  5. Click Assign
You can find Assign a manager in the bottom of a contract overview.
If you select Yes to grant access to the reports' data and requests, you can assign a role.

👉 This connects the manager to their team and enables approvals

 

What happens next

Once set up:

  • The manager will see their team
  • They can approve:
    • Time off
    • Expenses
    • Contractor invoices

 

Email & Notifications

Users can manage their email preferences in their Profile settings.

  • A user can have multiple emails on one account
  • They can update their primary email anytime
  • All notifications will go to their selected email

For example: If a work email is no longer accessible, the user can switch to a personal email to continue receiving notifications.

 

Troubleshooting

Manager can’t see their team?

  • Confirm they are assigned as a manager to their reports
  • Confirm they have the People Manager role
  • Ask them to log in to their account

⚠️ People Managers only see employees they are assigned to. If no reports are assigned, their view will appear empty.

 

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