Question / Issue

What is an Employee Role? How do I create an Employee Role?

Answer / Solution

An Employee Role will allow you to create predefined settings for your Employee Profiles such as Overtime settings, Job Codes, and more. This will save you time when creating your Employee since it allows you to choose their Role rather than setting up each Employee with the same settings.

Create Role

  1. Log into TimeClock Manager
  2. Browse to Employee > Employee Roles
  3. Click +Add Role 
  4. Create a Name (required) and Description (optional)
  5. Click Add
  6. Go through each tab and create the predefined settings you would like your Employees to use

Assign Role

  1. Log into TimeClock Manager
  2. Browse to Employee > Employee Profiles 
  3. Select the Employee from the list on the left
  4. Click Select Role 
  5. Choose the Employee Role you would like to assign
  6. Click Select

NOTE! Although you have a Role assigned to an Employee you can still adjust the settings for that Employee without changing the settings for the actual Role by checking the Override Role box in the section you want to change.

 

Applies to

v7

How do I create Employee Roles (v7)?
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