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Assigning Roles and Positions to an Employee

Add roles and positions to an employee, department, or branch, as well as positions.

Mark Borham avatar
Written by Mark Borham
Updated this week

You can add or remove roles, branches, and positions for your employees directly in their profiles. Here's how.


Add or modify roles and positions

Please note that you must assign a role and position in each location if the employee has more than one.

Role

To choose the right role, refer to this article.

If necessary, you can compare roles by clicking on the button provided (circled in pink).

It is also possible to create custom roles with the Plus plan.


Positions

In the position field, you can click to choose from the existing list. An employee can have multiple positions. To manage the list of existing positions, refer to this guide.


Permissions | View coworkers' schedules

You can check “Can view coworkers' full schedules” to allow the employee to view their coworkers' full schedules. You can allow them to view the schedules of all positions or only those they are part of.


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