Defining roles

Roles are used in coaching, corrective action, and grievances when additional resources are added to the issue. Roles are used identify the role that the additional resource has in the issue, such as attendee, union representative, or witness. Roles are also available for selection in email templates as the To, From, CC, or BCC.

  1. Select Employee Relations > Set Up > Roles.
  2. Click New and specify this information:
    Category
    Provide a name for the role.
    Description
    Provide a description for the role.
  3. Click Save.