On Demand -How to assign employee type/ role to an employee

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

Important instructions about OPT:

• You have to search for your employee type first and in that employee type(Like

  AMANRAIROLE, ) you have to select employee and area of operation.

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 Excel

  option from the window.

• Click on the

  Upload

  and

  Add

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