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Employee Roles

A guide to creating color-coded roles for specific and repeated roles for shifts at different outlets.

Jasmine avatar
Written by Jasmine
Updated over a week ago

This article aims to guide admins in creating shift roles for employees as and where needed at specific outlets that are easily recognized by different color codes.

From the dashboard, head to the Employees tab > Employee Roles.

To create a new role, click on "+New Role"

On the following screen, key in the Role: Name, Initials, Branch/Outlet, and color.

Once the details have been filled in, click on "Submit".

If you wish to amend the details of any created Roles, you can click on the Edit button.

Although there is no option to Delete a role that has been created, you are able to Archive it instead for record purposes.

To view the Archived roles, you can select Archived from the Filter Status selection.

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