Assigning Employee Roles

After you have set up an employee record using Employees (EMP), you can assign an employee role to them.

This information is used by numerous functions depending on your organization and the modules you use. For example, if you use the Purchasing module you can assign a role and an employee as the default buyer; or if you use the Sales module you can assign a role and an employee as the default salesperson.

  1. From the Action menu within Employees select Employee Roles.
  2. Specify this information:
    Employee Code
    First Name
    Initials
    Other Names
    Surname
    Third Name
    Role
    The role to be assigned to this employee.
    Role Type, Short Heading, Lookup Code and Description
    These fields are automatically populated once the role field has been completed.
  3. Save your changes.