How to assign employee type/ role to an employee

For every employee, the employee roles assigned to them can be assigned or deleted.

In the dashboard :

• Click on the Hamburger Menu (

  

  ) → Setup → Employees → Employees Roles

• Select the Employee Type where the employee has been given permission.

  

• Click on the ADD NEW button.

• Method 1 - New {Employee Type} option → A form appears with the required fields to be filled.

  

• Fill up the form with the Employee Code/ Name along with the Area of Operation(Hub) and click on the Save button.

  

• You’ve successfully assigned the employee to a particular Employee type and hence, given those sets of permissions to that employee.

• Method 2 - Upload Excel option → A form appears with the required fields to be filled.

  

• Click on Select from Computer to upload the Excel sheet.

  

• One can also drag and drop the file into the space provided in the window.

• You can download a sample Excel file to understand what data has to be entered by clicking on the Download Sample Exceloption from the window.

• Click on the UploadandAdd button, you’ve successfully added the employees to the particular Employee type and given the set of permissions to them.