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Update employee roles

  1. At the center level, click the Employee icon and navigate to Employees > Employees.

  2. Locate the Jobs and Status dropdown filters.

  3. Use the Status filter to select one of the following:

    • Active

    • Inactive

    • All employees

  4. Use the Jobs filter to select one or more job roles from the dropdown list.

    Note

    The Jobs filter only displays job roles that are currently assigned to at least one employee within the selected center or zone. For example, if your organization has 100 job roles configured, but only 10 of them are assigned in Center A, the filter will show only those 10 jobs in Center A. Similarly, Center B might show 20 jobs if 20 are assigned there.

  5. Optionally, use the Search employees bar to further narrow down the list.

  6. Click the name of the employee.

  7. Click the Employee roles tab.

  8. Select the view, center, and role, and select Add.