A role is the function an employee performs in an organization.  For example; lifeguard, fitness instructor and maintenance crew are examples of roles an employee can hold in an organization.


To use roles you must first add them in 3 different areas of RecStaff.

1.  Add the role to the department

2.  Add the role to the schedule type(s) within the department

3.  Add the role to the staff members


Once you've added the role to the department, the schedule type and the staff they will show up on the Staff Pick List when you're creating your schedules.



Click on the Department menu option







Now that the role has been added to the department you need to add it to the corresponding schedule type(s).



The drop down box will list all the roles created in the department the schedule type is part of.



Next step is to make sure your employees hold the role by going to their employee profile and adding the role.



If the employee doesn't belong to the department yet you must first add them to the department.  To do this go back to the department menu. 







Once they've been added to the department you can go back to their employee profile and add the role associated with this department.