Roles

In this guide you'll learn

• How to create new roles with color codes, default pay rates, and overtime rates
• What key fields you need to fill in to keep each role up to date
• How to import or export role data for bulk management
• Why you might activate or deactivate roles based on organizational changes
• Best practices for editing or removing roles that are no longer needed

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Roles are now color-coded, making it much easier to differentiate and identify them quickly.

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Add Roles

To create a new role, follow these steps:

1. Navigate to the Portal’s Top Menu and select Settings from the dropdown.

2. From the Configuration section, select Roles.

3. Click on the "Add New" button.

4. Fill in the required fields

• Role Name
• Color (useful for scheduling purposes)
• Description
• Pay Rate (optional, although beneficial for Payroll purposes)
• Overtime Pay Rate (optional, although beneficial for Payroll purposes)
• Activate or Deactivate Role

5. Save and Close.

Note: Once the role is created, it will be available for assignment in the User’s Security settings.

Edit Roles

1. Click on the name of the role you want to modify.

2. Modify the role data.

3. Save and Close.

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Delete Roles

1. Select the roles you want to delete. You can select multiple roles at once.

2. Click "Delete".

3. Confirm the deletion.

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Activate or Deactivate Roles

1. Select the roles you want to activate/deactivate. You can select multiple roles, but they all must have the same status.

2. Choose "Activate" or "Deactivate" based on your selection.

3. Confirm the changes.

Tip: Check the Role Status Column to verify activation or deactivation.

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Export Roles

1. Click on "Export".

2. Select Export Data or Export Current View. You can also export a selection by checking their box.

3. Download the Excel file.

Note: If the report file is too large, it will be available in the Downloads of the platform.

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Import Roles

1. Click "Import".

3. Press Download template.

4. Fill in the template with role details.

5. Send the completed template with the required information to support so that we can assist you with the import process.