How Do I Assign and Unassign Employee Roles to Employees?
You can assign employees to roles within the Employee Roles module, as well as in the People module on the system.
To Assign Employee Roles to Employees through the Employee Roles Module:
- On the left column, go to Settings and click Employee Roles.
- Click on the relevant role.
- 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.
To Assign Employee Roles to Employees through the People Module:
- On the left column, go to People.
- Click on the relevant employee.
- 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.