Roles (or whatever you customise the name to be on the Settings → Company settings page) are used by most clients to indicate jobs or duties staff work within a location, for the length of their shift. For example, a restaurant with the location ‘Dining’ might add the roles ‘Chef’, ‘Dish Pig’ and ‘Waiter’.

A role can be assigned to one or more staff and staff can be assigned to one or more roles, across any of your locations.

It is important to add at least one role per location before you build your first roster. For an overview of the most important settings and alternate ways to upload roles, go to the Docs → System guides → Getting started → Add roles support page. Below you will find a breakdown of all the fields in the Account → Roles location of your account.

Field NameExampleDescription
ID*RO10001A unique identifier for the role. An ID can be comprised of text and/or numbers up to 20 characters in length. If the ID used belongs to an existing deleted role, it will be un-deleted.
Area*AR10001The area this role is associated with. Must match the ID of an existing non-deleted area.
Name*Sales AssistantThe name of the role, usually based on a job name or duty, e.g. "Sales Assistant" or "Team Leader".
Count against salesyesIf the staff's shift should count against the sales data you are feeding in. We recommend turning 'off' for roles that are not customer facing.
StaffAll the staff that can work the role should be selected. These selections are used by the system when suggesting staff for shifts you have added or need to find a fill-in for. Star ratings can be set and used to further tune the order staff are shown in suggestion lists.
Search staffTo assign a new staff to the role, start typing their name or ID.
Copy from another roleIf the role you are adding or editing shares a similar set of staff to another role within your company, select it in this list. Note: All previous staff selections and ratings will be removed on save.
Custom dataCustom data fields can be used to store additional pieces of information on roles, which you can then report on. Custom data fields can be defined on the 'Settings -> Custom data' page of your account.

* Mandatory   1 Enterprise Only

Was this article helpful?

Roles
4.05 of 42 votes