Users | Adding / Updating Users' Roles

Updated 2026-02-03 04:00:15 UTC Created 2013-01-29 04:27:10 UTC

This article explains how roles work in Easy Employer and how to assign or remove users from roles. Roles control which shifts a user can work and where they appear in rosters and timesheets.

Contents

1) Role overview
2) Add users to roles
i) Intelligently selecting roles
ii) Remove users from roles
iii) Add users to roles via the Organisation Structure

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1) Role overview

All shifts on a roster or timesheet are assigned to a role. A user can only work shifts in a specific role if they have been assigned that role in the system. A role represents a job function within your organisation.

Users can be assigned to multiple roles where applicable.

It is recommended that users are assigned to their role or roles when they are created in the system, or shortly after. If a user is not assigned to a role, they will not appear on the roster and cannot be allocated shifts.

2) Add users to roles

  1. Click Organisation.
    Organisation menu in the navigation bar
  2. Click Users.
    Users list within Organisation
  3. Select the user you wish to update.
    User profile selected in the users list
  4. Select Roles from the sidebar.
  5. Click the Edit role button (pencil icon).
    Edit roles button
  6. Select the Payroll Entity, Site, Area and Role, then click Save.
    Payroll entity, site, area and role selection

i) Intelligently selecting roles

Intelligently selecting roles allows you to quickly assign roles across multiple sites or areas within the organisation.

  1. Follow steps 1 to 3 above to open the user’s role page.
  2. Click Edit.
  3. Select multiple sites as required.
    Selecting multiple sites using intelligent role selection
  4. Select any level of the group tree.
    Selecting group tree levels for role selection
  5. The Intelligent role select panel will appear on the right-hand side.
    Intelligent role select panel
  6. Select the roles the user can work.
    Selecting roles within intelligent role select
  7. The selected roles will automatically apply across the selected part of the organisation structure.
  8. Click Save (floppy disk icon).
    Save and cancel icons

ii) Remove users from roles

  1. Click Organisation.
  2. Click Users.
  3. Select the user you want to update.
  4. Select Roles from the sidebar.
  5. Click the Edit role button.
  6. Deselect the role or deselect the site to remove all roles under that site.

iii) Add users to roles via the Organisation Structure

  1. Click Organisation.
  2. Click Organisation structure.
    Organisation structure menu option
  3. Select the role you want to add users to.
    Role selected in organisation structure
  4. Select Users from the sidebar and click Add User to Group.
    Add user to group option
  5. Tick the users you want to add and click Add.
    Adding users to a role group