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Manage role details on the Employee File

Updated

Available for the following plans: Employment Lite, Employment Plus, Employment Unlimited
Available for the following HR plans: Free, Standard, Premium, Platinum
Available for the following user access levels: Employee   , Admin   

The employee roles tab in the Employee File allows admins to assign, unassign, and edit roles directly within the Employee File. Other employees can be given access to this feature through Permission Settings.

View an employee's role
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Role Details tab.
  5. You will then see the roles that have been assigned to the employee.
    Employee Position
Assign a role to an employee
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Role Details tab.
  5. You will then see the roles that have been assigned to the employee.
  6. Click Assign role.
    Assign position
  7. Fill in:
    • Site
    • Role
    • Comments
  8. Click Save.
Unassign an employee's role
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Role Details tab.
  5. You will then see the roles that have been assigned to the employee.
  6. Click the elipsis (...) next to role you want to unassign.
  7. Click Unassign role.
    Unassign position.jpg
Edit an employee's role
  1. Click the People menu.
  2. Click the People list submenu.
  3. Select the employee you want to view.
  4. Under Employment Records, click the Role Details tab.
  5. You will then see the roles that have been assigned to the employee.
  6. Click the ellipsis (...) next to the role you want to edit.
  7. Click Edit.
    Edit position.jpg
  8. Fill in:
    • Site
    • Role
    • Comments
  9. Click Save.

Accessing Employee Roles

Give an employee access to Employee Roles

You can give employees access to Employee Roles by granting them access via Permission Settings. To learn how to set up a security group, then give these people access to Employee Roles, see this article.

You can choose Role Details within the Employees File (Payroll details) section of Permissions.
Position details

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