Working with roles for each location in Ento.
Roles (which can be customised in Settings > Company settings to be called whatever you roster) are used to indicate the type of jobs or shift duties staff work in a location. A business with the location Kitchen might add roles for Head Chef, Pastry Chef and Dish Hand, and for an additional location called Head Office, create roles for Admin, Finance and Reception.
Roles can be assigned to one or more staff, and staff can be assigned to one or more roles, across a number of locations. Roles for each location before you build your first roster. Familiarise yourself with the format of existing roles, so when creating new role you maintain consistency, adhering to existing ID and naming conventions.
Adding roles individually
The simplest way to add roles is one by one. Even if your implementation consultant uploaded all of your roles initially, it’s useful to familiarise yourself with creating roles, as in time you it’s likely you’ll need to update and create roles.
To view existing roles and add new ones, go to Core HR > Organisation structure > Roles. Click Create new, give the Role a name, and select the Location for the Role. You can copy the staff from another role, or leave that blank and add them later. Click Save.
Adding roles in bulk
If you have multiple roles, they can be added using a bulk upload file. Go to Core HR > Account data > Import data.
Click + Create new, for Type select Roles. Once file Type Roles is selected, the purple information bar below where the file to be uploaded is selected will update to show ‘Click here to download a template file’.
Click the link to download a .CSV template to fill in and save, and then use to add or update roles.
Required fields for the import file are a unique ID for the role, a location ID, and role name.
Additional data that can be included (but is not required), a yes or no to counting against sales data, and staff (adding the role to their profile), which can be added by including required staff IDs separated by a comma.
Where to next?