User Management
Team Member Job Roles
Set up the roles team members choose when they clock in, so each shift is recorded against the right role.
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About
Job roles are the roles your team members work, such as bartender or kitchen porter. Team members choose one when they clock in with Time Clock, so each shift is recorded against the right role.
Set up job roles
Create the roles your team works.
Clock in
Team members choose the role they're working.
Recorded
The shift is saved against that role, with its settings.
Turn on job roles first
Team members are only asked for a job role if Time Clocks Require Job Role is turned on in the User Management settings of company setup.
Ready to start?
Go to the Create tab.
Create
Add a job role for team members to choose when they clock in.
Steps
1
Start a new job role
Go to User Management > Team Members > Team Member Job Roles and select CREATE JOB ROLE.
2
Name it
Enter a Job Role Name.
3
Create it
Select CREATE.
Team members can now choose the job role when they clock in.
Edit
Change a job role's name.
Steps
1
Open the job role
Go to User Management > Team Members > Team Member Job Roles, find the job role and select EDIT.
2
Change the name
Change the Job Role Name.
3
Save
Select SAVE.
The job role is renamed.
Search
Find job roles by name.
Shown straight away
When you open User Management > Team Members > Team Member Job Roles, every job role is listed.
Searching
Use any of these filters in the Search panel at the top, then select SEARCH:
All or part of the job role's name.
Whether to include archived job roles.
What's shown
The job role's name.
10 job roles are shown per page. Use the page selector at the bottom right to move between pages.
Archive
Archive a job role you no longer need. Past time clocks aren't affected, and you can restore it.
You have delete rights
If you don't but think you should, find out how to get access.
What do you want to do?
Archive a job role
1
Open the job role
Go to User Management > Team Members > Team Member Job Roles, find the job role and select EDIT.
2
Archive it
Select Delete and confirm.
The job role is archived.
Restore an archived job role
1
Find the job role
Go to User Management > Team Members > Team Member Job Roles and search with Show Deleted set to Yes.
2
Restore it
Open it, select Undelete and confirm.
The job role is available again.
FAQs
Frequently asked questions
QWhat's the difference between a type and a job role?
Type
The group a team member is in at the POS, usually based on what they can do there. Each team member has one type.
Job role
The role a team member worked on a particular shift. When they clock in with Time Clock, they may be able to choose from several job roles.
QWhy aren't team members asked for a job role?
Check Time Clocks Require Job Role is turned on in company setup.