Employee roles allow you create a list of roles which can be used for reporting purposes, or simply for keeping track of people's roles within your organisation.

Managing the list of available employee roles

To change the available employee roles, go to the Settings->Lists page. The Lists Configuration page allows you to configure different types of lists. You must select Employee Roles from the top of this page as it may not show Employee Roles by default.

To create a new Employee Role, click on the Create New Employee Role button. Enter the name of the role and click insert.

To delete an existing Employee Role, click on the rubbish bin icon on the right hand side of the role name. You will be asked to confirm the action. If any existing employees are assigned to this role, then after deletion of the role, they will have no role assigned to them.

To rename an existing role, click on the edit icon (the pencil) on the right hand side of the role name.

Include employee roles in reports

Employee roles can be included in some of the available reports. Wherever the employee name is available, the employee role is also available, however it is usually not included by default. To include the employee role name in reports where it is available, have a look at the available fields found at the bottom of the report configuration page. You must tick the Employee Role field to have it included in the report.