How to create and/or edit a job role

This document will outline how to create and or edit a job roll in back office.

• Create a new job role.

• Assign access level to the job role.

• Edit an existing job role.

Navigate to the job roles tab by selecting the staff tab then job roles from the menu.

Create a new job role

1. To create a new job role start by selecting the plus sign in the upper left hand corner of the screen.

   

   
   

    

2. A Prompt with fields that will create a new job role will appear.

   

   
   

    

3. Name:

   

   1. Set the name of the new job role. This is the job title.
      
      

4. Code:

   

   1. This will set a code for the job which can be included in exports.
      
      

5. Is Schedulable:

   

   1. This will set the new job role to be available for use with the scheduling system.
      
      

6. Is Included in labor % Calc:

   

   1. This will set the new job role to be included in the labor %.
      
      

7. Enforce Clock in with Schedule:

   

   1. This will set the job role to have limits on when you can clock in based around when you are scheduled.
      
      

8. Save:

   

   1. Once the prompt has been filled out and all options you want for the role are selected you can hit save to create the job role.
      
      

Assign access levels to the job role

1. Once created the next step is to assign an access group to the job role. Select the access group tab.

   

    

2. Select the checkbox next to any access group or groups you would like the new job roll to have access privilege's of.

   

    

3. Hit save.
   
   

Edit an existing job role

1. Click the pencil to open the editor prompt.

   

    

2. You may change any of the options described above then hit save.