Roles

Adding and Viewing Role Shift Premiums

Adding a shift premium is done automatically when you assign a shift to an employee with that role: When viewing a schedule, there will be an icon in front of the time to let you know there is a shift premium assigned: And when you mouse over, it will detail the premium:

How to Assign Shift Premiums to Employees

Go to the employee record and click on the ROLES tab. Find the role and click the + symbol. Enter the premium (in this case 2hrs) to the shift premium, click ASSIGN.

How to manage Role Shift Premiums

Go to MANAGE MY BUSINESS->MANAGE ROLE SHIFTS PREMIUMS You will see a list of created shift premiums. To add a new shift premium, click ADD. To edit a shift, select EDIT on the row of the shift premium. Provide a name, icon and type. HOURS – this means for any shift, the amount of hours […]

Get An Alert When An Employee Is Under or Over An Amount Of Hours

You may want to be alerted when a full time employee has less than 20 hours, or when an employee has reached over time and is passing 44 hours. To set this up, go to Manage My Business -> Manage Roles For each role, there is a minimum and maximum hours worked section. When setup, […]

Secondary Notifications

Use the secondary notification field to select employees to be alerted when actions for the above role are created. For example, when an absence request is added, the role members the employee reports to will be notified. If there are secondary employees selected, they too will be notified. This is managed under the ROLES. Go […]

[VIDEO] Manage Roles

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Roles – What are they and how to set them up

Roles are used within the site for all absence and availability requests. Whenever an employee makes a request, an alert is sent to all the employees who they report to. This allows you to add multiple people to a single role, making sure there isn’t a single point if someone is away sick or on […]