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.
- On the left column, go to 'Settings' and click 'Employee Roles'.
- Click on the role you want to assign employees to.
- Scroll down to the 'People' section.
- Click 'Allocate/Deallocate People’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employees.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
You can also assign employees to employee roles in the 'People' module'.
- On the left column, go to 'People'.
- Click on the employee you want to assign employee roles to.
- Scroll down to the 'Employee Roles' section.
- Click 'Allocate/Deallocate Employee Roles’.
- Two sections will show ‘Select to Add’ and ‘Select to Remove’ with a list of employee roles.
- Tick the box(es) you wish to add/remove.
- You also have the option to select all, click on the blue tick at the top of the page.
- To deselect all, click on the red ‘X’ at the top of the page.
- Click the arrow button.
- Click 'Close'.
The employees you have selected will now be assigned to the employee role.