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How Do I Configure an Employee Role?


Employee roles are used to define an individual's position in an organisation. Adding a role to the system facilitates document management, training tracking, and compliance visibility.


The system allows configuration of these roles and the assignment of role-specific training, which is available in the Settings menu. Subcontractors can also assign roles to their employees, ensuring consistency across all personnel. Tailoring training requirements by role promotes workplace safety and helps organisations meet compliance obligations.


This article includes step-by-step instructions on how to configure an Employee Role.


  1. On the left column, go to Settings and click Employee Roles.
  2. Click +New Employee Role.
  3. Enter the Name and Description of the Employee Role.
  4. Tick the box ‘Available for Subcontractors’ - this allows Subcontractors to select this role for their employees.
  5. Choose Documents and Training, Employee Training, and Online Training from the dropdown options (you can select multiple).
  6. Click Save & Submit.


This is required before you can add an Employee Role:

  1. Set up Job Documents
  2. Set up Employee Documents
  3. Set up Courses


  1. 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.

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