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How Do I Assign Employee Roles to Employees?

You can assign employee's to employee roles in the 'Employee roles' module, and in the 'People' module on the system.

1. On the left column, go to 'Settings' and click 'Employee Roles'.
2. Click on the role you want to assign employees to.
3. Scroll down to the 'People' section.
4. Click 'Allocate/Deallocate People’.
5. Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employees.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all, click on the blue tick at the top of the page.
8. To deselect all, click on the red ‘X’ at the top of the page.
9. Click the arrow button.
10. Click 'Close'.

You can also assign employees to employee roles in the 'People' module'.

1. On the left column, go to 'People'.
2. Click on the employee you want to assign employee roles to.
3. Scroll down to the 'Employee Roles' section.
4. Click 'Allocate/Deallocate Employee Roles’.
5. Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employee roles.
6. Tick the box(es) you wish to add/remove.
7. You also have the option to select all, click on the blue tick at the top of the page.
8. To deselect all, click on the red ‘X’ at the top of the page.
9. Click the arrow button.
10. Click 'Close'.

The employees you have selected will now be assigned to the employee role.