Assign Role to Employee

Overview

The ability to assign role to an employee is available through the Roles Tab in the Employees Window.

 

Prerequisites

A role must have been added in the Codes Window, and an employee must have been added.

 

Assign Role to Employee

To assign a role to an employee:

  • Click on a role in the "Unassigned" box on the left.

  • Click on the right-arrow (>) to move the entry to the "Assigned" box on the right.

To unassign (remove) a role from an employee:

  • Click on an entry in the "Assigned" box on the right.

  • Click on the left-arrow (<) to move the entry to the "Unassigned" box on the left.

 

Notes

If an employee is assigned to a role, then that employee will show up in the combo boxes for that role in the application.