Roles determine the type of work the employee will be doing during their shift. They are also used to determine how much the employee will be paid for their shift. You can have as many Roles as you need in your account and employees can be assigned to work multiple roles.
Who can assign an employee to a Role
Employees can be assigned to Role by any Admin user and Managers who have the permission 'Manage roles' enabled.
Managers will then be able to create new roles and assign roles to their employees.
Assigning a Role to an employee
Employees can be added to Roles two ways - in their profile or on the Roles page.
If you need to add multiple employees to a Role at once, the best way to do this is through the Roles tab. Click your Company tab and select Roles - click the Role you'd like to add employees to.
Scroll down to the bottom of the page to see a list of all your employees. Tick the employees you'd like to assign to the Role and, once done, click 'Add'.
If you have one employee who needs to be assigned to multiple Roles, the quickest way to assign them is in their profile. To do this, go to your Company tab and select Employees. Select the employee you'd like to assign more Roles to to be taken to their profile.
From the menu on the left of their profile, select 'Roles'. You'll then see a list of all Roles and can tick which ones you'd like the employee to be assigned to. Once you've made your selection, click 'Save'.
To learn how to create a new role, click here.
To learn how to assign a default role for an employee, click here.