Staff Roles

Purpose

Staff Roles are only required if the resourcing module is active. Their purpose is to allow resourcing by a role instead of a named person.

By resourcing a role, you are effectively entering a resource demand for which there is as yet no person allocated. By viewing a report of resource requirements by role you can obtain a report of unfulfilled resource requirements.

Staff roles may be linked to a service if required, or left blank. If the service is filled, then the lookups within the resourcing module will match staff to roles using the service and the role code, if the service is left blank, the staff lookups will match only the roles code.

Example Roles:

▪Design Engineer

▪Project Manager

▪Implementer/Trainer

▪CAD Technician

Once staff roles have been defined within the Setups menu, one or more staff roles may be allocated to each employee.

The difference between staff roles and grades is that you may only allocate a single grade to a member of staff, whereas you may allocate multiple staff roles to a member of staff.

Operation

To create a new staff role;-

 Click the New button.

 To edit or delete staff role details, click the edit options on the in-line menu for the row you wish to edit.

Data Entry