Assigning positions to your employees
Some employees may work across more than one role or position within your business. ClickTime allows you to assign multiple positions to the same employee and select which role they will perform for each specific shift.
Step 1: Set Up Your Organisation’s Roles/Positions
Before assigning roles to employees, you’ll need to define all positions used in your organisation.
To create your list of positions:
Go to Settings → Setup Tables → Positions
Add each role/position your organisation uses (see screenshot below)
Once your positions are created, they will be available for selection when assigning roles to employees or scheduling shifts.
Step 2: Assign Roles/Positions to Employees
After your positions are set up, you can assign one or multiple roles to each employee. Employees can hold several positions, and you can choose the appropriate role when rostering or approving timesheets.
To
do so, go to the employees’ profile > Employee details (please
see screenshot below)
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