Employee Roles

HR > Employees > Employee Roles

Admin > HR > Employees > Employee Roles

The Employee Roles tab assigns roles to an employee. Each role determines the work billed to customers on tickets and tasks. Roles and rates are maintained using the Admin > Finance > Roles and Rates page. Employees assigned multiple roles can usually select any of their roles when working a task or ticket. In Projects, the project manager can lock down the role when assigning a task to an employee.

Adding Roles

1. Select the Admin > HR > Employees > Employee Roles tab.
2. Check the Has Role checkbox for any role that applies to this employee.
3. Select the Default role for this employee. This role automatically populate the Role field when the user enters time on a task or ticket.