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Roles must be created first, before adding an employee to the system.

Create a Role

1

Add Role

On the Web Dashboard click Team > My Team > Roles > Add Role
2

Enter Basic Information

Examples: Barista, Cashier, Manager, Line Cook
Assign a color for this role on the scheduler
No: Employees clock in with this role will be included in the tipping poolYes: Employees clock in with this role will not be included in the tipping pool
Employees with this role will receive notifications for all trade and time off requests placed. This setting is mainly for Owner or Manager roles.Select No for trade and time off request notifications not to be sent to employees with this role
Employees with this role will receive notifications for all late clock ins. This setting is mainly for Owner or Manager roles.Select No for late clock in notifications not to be sent to employees with this role
Employees with this role will receive Hub app push notifications for upcoming shifts within the next 2 hours.Select No for Hub app notifications not to be sent to employees with this role
The role must be created before this setting is visible. Create role > Edit role to see this option.
Employees with this role will receive notifications when a shift is put up for grabs.
Select No for up for grab shift notifications not to be sent to employees with this role
Employees with this role will receive notifications when an up for grabs shift is claimed and needs approval. This setting is mainly for Owner or Manager roles.Select No for claimed up for grab shift notifications not to be sent to employees with this role
3

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.
4

Determine Pay Rates

Click Add Pay Rate to set the default pay rate for employees with this role.
Multiple rates are allowed and a default can be select within an employee’s profile if applicable.
Hourly: Dollar amount earned per hour clocked in with this roleTime 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.