If an employee works in two places within your company (e.g. both front of house and back of house) or has received a promotion and needs their job role changing - you will need to create new job roles for that employee following the procedure below.
If an employee works in more than one department, and needs to appear in two places in the rota: you will need to add an additional job role, and can do this by following the "Adding Employee Job Roles" step below.
If an employee has received a promotion and needs their job role changing: You will need to change the job role via the "Changing Employee Job Role" steps below.
This article will cover:
Adding Employee Job Roles 👩🍳
To add an additional job role to an existing employee i.e. someone works multiple roles go to the Staff section of the portal, then select Add Staff from the drop down menu.
Once you have done this, click Change Existing Employee as shown below.
Once within this page, select Add New Job Role To Employee.
Firstly, click on the Existing Employee drop down and select whose details you wish to amend.
Select the date that you want the addition/change to be made from on Job Role Start Date (please note: the current date will be automatically filled, so you may need to change this).
Finally, choose the correct role from the drop down menu on New Department and Section/Job Role and set the Pay Rate for this role.
Please note: if you wish to add a department/role that doesn't currently exist within your company, you will need to click 'add more' and then Create New on the following page as shown below.
Once you have confirmed the changes with the Add New Job Role button you will then be given the option to edit any of the users permissions should it be necessary for their new job role. However, you don't have to amend anything here if you don't want/need to.
When you have saved the updated permissions you have successfully added the new job role! The employee will also be sent a confirmation email for their records.
Changing Employee Job Role 🤝
If you need to promote or simply change from one job role to another, this is the method you will need to follow.
As seen above you will start by going to the Staff section of the portal, then select Add Staff from the drop down menu. Once you have done this, click Change Existing Employee.
Once on this page you will need to select Change Job Role.
Start by selecting the Existing Employee you would like to change, and their old job role.
You will then need to chose the Start Date of this new job role. Please note this date will also be the date that the previous job role is made inactive.
Finally, similar to above, choose the new role from the drop down menu on New Department and Section/Job Role and set the new Pay Rate for this role.
Once completed the old job role will become inactive and the employee will now appear under the new department with the new job role.
Removing Employee Job Roles 🤵
To remove an employee from a previous job role, you will need to visit their Profile. This can be found by going to the Staff List, then clicking on the employee's name.
When you are in their profile, you will need to navigate to the Job Roles and Pay Rates tab.
Next to the job role you wish to remove, you can click the Remove From Job Role button.
You can then specify the last day of the employee, and click Remove From Job Role.
If you have already created a new job role for the employee, then you are simply stating the last working day in this job role.