First create a role, then create an employee.

Create a Role

1

Add Role

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

2

Enter Basic Information

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.


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.