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First create a role, then create an employee.

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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’
Color the role’s block appears as 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 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
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
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)

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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
  • Edit Information
  • Add and Remove Employees
  • Permissions
  • Pay Rates
  • Delete Role
Click the Edit Information button to edit the basic role information.
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