Team Roles
Create different roles to assign to employees
First create a role, then create an employee.
Create a Role
Add Role
On the Web Dashboard click Team > My Team > Roles > Add Role
Enter Basic Information
Role Name
Role Name
Examples: ‘Barista’, ‘Cashier’, ‘Manager’, ‘Line Cook’
Color
Color
Color the role’s block appears as on the scheduler
Tips Disabled
Tips Disabled
No: Employees clock in with this role will be included in the tipping pool
Yes: Employees clock in with this role will not be included in the tipping pool
Notification of Trade and Time Off Requests
Notification of Trade and Time Off Requests
Employees with this role will receive notifications for all trade and time off requests placed if one of the methods is selected (best for manager roles)
Select No for trade and time off request notifications to not be sent to employees with this role
Notify of Late Clock Ins
Notify of Late Clock Ins
Employees with this role will receive notifications for all late clock in if one of the methods is selected (best for manager roles)
Select No for late clock in notifications to not be sent to employees with this role
Set Role Permissions
This is an optional step in the role creation process, and can always be modified after the role has been created.
See here for more information on permissions.
Determine Pay Rates
Click Add Pay Rate to set the default pay rate for employees with this role.
Rate Type
Rate Type
Hourly: Dollar amount earned per hour clocked in with this role
Time Range: Hourly rate to pay employees during a specifically time during the day
(Example: employees in this role working the morning rush from 6AM-8AM are paid a rate that is 1.5x higher than the typically hourly rate)
Edit a Role
Edit an existing role and its components at any time
On the Web Dashboard click Team > My Team > Roles > Edit a role
Click the Edit Information button to edit the basic role information.
Click the Edit Information button to edit the basic role information.
Add employees to this role by clicking Add Employee
Remove a roll by clicking View on the employee > scroll to the bottom of their employee page to Roles > Edit role > Remove
See here for more information on permissions.
Add another pay rate to this role by clicking Add Pay Rate
Edit an existing pay rate by clicking Edit and alter the fields as needed > Save
Remove a pay rate from this role by clicking Edit > Delete
To delete a role, click Actions > Delete Role
