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Employee roles in the system help determine their training, E-learning, and employee checklist requirements.
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, such as 'Office' and 'Warehouse'. They can also have addition + roles such as +Company Car Driver, +Fire Marshal.
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").
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).
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