Roster Management: Roster Roles


 

Employee Roster Roles

The ability to add roles within the employee roster screen is a handy feature that lets you assign roles to employees shifts, and filter according to added roles.

The use of roles is limited to employee rosters, and do not carry over into any other part of payroll.

To add a role, click on the “Edit” button to the left of the screen next to the “Roles” heading:

 

Click on an empty line in the dialog box and type in the name of the role. You can create 20 different roles.

 

To filter rostered shifts using roles as criteria simply tick or untick the required role(s). You can choose as many as you like. The box will be coloured in when it is selected:

Shifts that have no assigned roles will show regardless of what roles are selected (if they meet the other filter requirements)

To include a role in a new filter simply select it from the drop-down menu.