Editing Employee Roles
Employee roles in the system help determine their training, E-learning, and employee checklist requirements.
Remember, roles aren't job titles, but a collection of common training and health & safety needs for employees
An employee can have more than one role, like being 'Office' staff with an extra role such as 'Company Car Driver', 'Fire Marshal', or 'DSE User'. We suggest adding a "+" prefix to supplementary roles (e.g. '+DSE User') to make assigning the right roles easier.
If you're allowed to edit staff roles, follow these steps:
From the Manager Sidebar, click on 'All Employees':
Hit 'Role Requirements' in the top right corner:
Click on 'Manage Roles' in the top right:
Now, you'll see a list of active roles and the number of staff assigned to each one:
To rename a role, click 'Edit'.
To add a new role, click '+New' in the top right.
If a role isn't being used, you'll see a red 'delete' option. Click it to remove the role:
When adding a supplementary role, such as First Aider, we recommend adding a "+" in front of the role (e.g., "+First Aider").Â
Roles with a plus will appear at the bottom of the list when selecting roles, letting users know it's a supplementary role to be added alongside their main role(s).