How Do I Configure an Employee Role?
Employee roles are used to define an individual's position in the organisation. Adding a role to the system facilitates document management, training tracking, and compliance visibility.
- On the left side menu, go to ‘Settings’ and click ‘Employee Roles’.
- Click ‘+ New Employee Role’.
- Enter the Name, and Description.
- Tick the box if you want Subcontractors to select this role for their employees.
- Choose Documents and Training, Employee Training, and Online Training from the dropdown options (you can select multiple).
- Click ‘Save & Submit’.
- A field with a red asterisk beside it means it is required and you will not be able to complete your work without filling in these fields. i.e. name.
This is required before you can add an Employee Role:
- Set up Job Documents
- Set up Employee Documents
- Set up Courses