About roles

Roles are the work you do in your organization. Roles are defined in terms of the

• primary task or name,
• when it is done,
• what qualifications are needed for the role to be performed
• the Proficiency rating needed for an employee to be scheduled to do this role

For example: you need specific staff to clear tables in your restaurant every day you are open, during two different periods. While tables need to get cleared during all open hours, during the slow period, servers can bus tables. You would define your roles as:

1. Busser (role name)
2. Needed from 6 am to 3 pm and from 6 pm to 11 pm Tuesdays through Saturdays (calendar)
3. Everyone must have "Safe Food Handler" certificate (qualifications)

Whereas you might define your need for servers as

1. Server (role name)
2. Needed from 6 am to 11 pm Tuesdays through Saturdays (calendar)
3. Everyone must have "Safe Food Handler" certificate (qualifications)

• Add a role
• Add a role shift calendar