Roles are used in the system to assist with the rostering of staff based on the tasks that they are required to perform within the business.


Within this article we cover the following;

  1. Creating the Role
  2. Assigning Roles to Employees


USEFUL TIP: You can extend the functionality of roles in the system, by also applying Qualification requirements to them. For more information please see our the Using Roles With Qualifications guide.

Creating the Role

To create a new role and assign it to an employee please see the steps below
  1. Navigate to Setup > Locations

  2. Single-click on the location name and click on Roles

  3. In the Roles click on Add 

  4. In the new Roles window add the following
    1. Add the Role Name
    2. Assigned the role to a Department
    3. Add a Short Code (if required for the roster reports)
    4. Change the Colour (Click on the colour square and select the new colour)

  5. Then Click on Save

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Assigning Roles to Employees

You will have now added a new role to an employee.


  1. Once the Role has been added navigate to the Employee Details screen

  2. Select the Employee you want to add the role to and open the Roles/Qualifications tab

  3. Click on the Select button from the roles section

  4. You will then see a full list of roles in which the employee is allowed to work at, check the Assigned and if required the Default options for each role in which you would like to link to the employee.

  5. Click on Save to confirm the changes.


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