Changing an Employees Role

Changing an Employee's Role

To change an employee's role for a day or for a particular job:

Open the Dispatch Board for the day on which the job is performed.
To change the employee's role for the entire day, right-click the employee's name under the team folder and select Role > [new role] from the pop-up menu.
To change the employee's role for a particular job, double-click the job to display the employees, then right-click the employee and select Role > [new role] from the pop-up menu.

Tip!

Tip:
With different roles, you can, if you want, assign an employee to a job twice - once for one role and again for another role. For example, if you have an employee that works as a sales representative as well as a technician, you can assign him to the job as both a technician and as a sales representative.

Don't forget that changing an employee's role will affect their payroll for the day/job since they will now be paid according to the payroll defined on their Payroll Setup tab. In addition, if you defined different employee role icons in the Employee Roles dialog box, the employee's icon will be different on the Dispatch Board.