You can add or remove roles, locations, 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. This ensures clarity when managing employees working across multiple locations and facilitates efficient role assignment.
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).
FAQs:
Can I assign the same role to an employee across different locations? Yes, roles must be explicitly assigned in each branch.
What happens if an employee's role changes across branches? Roles can be updated by location to reflect new responsibilities.
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.
