When creating a new role it is important to understand all the steps so employees can be assigned and rostered to the role. The below will show creating a new role, and then assigning the role to a location & department in Humanforce.
1. Select Admin > Org Structure > Roles to open the master list of roles.
2. Click Add new record to create a new role.
3. Enter a Name for the new role. Optionally you can enter a short name for use in SMS templates or export code for linking to another system such as payroll.
Additionally, the following optional fields can also be populated:
| Setting | Description |
| Default Profile/Default Rate Calculation | Set an award profile and rate calculation method to be used for costing unassigned shifts. This requires the system-wide setting "Allow role costing" to be enabled in Humanforce Back Office. Talk to an Administrator if you do not have access to the system-wide settings. |
| Minimum/Maximum Grade | Set a min & max grade requirement to trigger roster alerts. |
| Min Age | Set a minimum age requirement to trigger roster alerts. |
| Allow this role to be used as Event Manager | Use this role to determine the employees who should be available to be assigned as event managers in the event planner. |
| Default Pay Rate | Set a rate to be attached to the role when it is assigned to employees on their profile. Requires the system-wide setting "Assign role default rate to employee" to be enabled in Humanforce Back Office. Talk to the Administrator of your system if you need this setting to be enabled. |
| Always flag as 'Non Attended' in roster by default | Automatically mark the role as non-attended when it is added to the roster. Most often used for on-call roles in conjunction with the on-call rostering functionality. |
| Qualifications tab | Set qualification requirements for this role to trigger roster alerts or prevent rostering & clocking if they are mandatory. |
4. To use your new role it must be linked to a location and department. To do this select Admin > Org Structure > Locations to open the master list of locations. Click on the Edit button next to a location to edit it.
5. Navigate to the Select Department & Roles section and under the Roles section tick the new role. Ensure that any departments the role will be assigned to are also selected under the Department section.
Note: Please do not UNTICK any boxes while you are here, as this will mess up
your existing structure and can create issues.
6. Move to the Assign Roles to Departments section and select a Department you want to assign the role to from the drop-down. Tick the new Role to make it available in the department and use the first, last, up and down buttons to choose the order it should appear in on the department roster.
7. When complete click OK and confirm your changes when prompted.