Add Roles and Assign them to Employees

Roles create more dynamic and accurate fields to assign to employees

 

  1. Open the Settings page using the navigation bar on the left.

  2. In the Settings submenu open the ‘Overview’ page.

  3. Enable the Company Role feature from the list of options.

  4. Press the “Add Company” button and fill in the list of departments you wish to create.

  5. Once created the list of company roles, click save.


Note: The company role feature is only valid when using the Roster feature.



Five steps to assign company roles to employees:

  1. Open ‘Employees’ page.

  2. Click on the employee you want to assign to a Company Role.
  3. Click on time and attendance, you will see a ‘Roles’ drop-down menu.
  4. Choose the role(s) you wish to apply to the employee then click save.

Note: You can asign multiple Roles to a single employee.