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How to add a staff role to your company.

Sophie Rattray avatar
Written by Sophie Rattray
Updated over a month ago
  • You need Payroll permission to add and edit roles. If you can't complete this, ask someone with Managers permission to update your user permissions.

  • A role in Loaded is the area or department an employee completes their work in.

  • Roles must be added before a staff member can be assigned to them.

  • Roles are used when creating a roster and for the wage report breakdown in the punches by day report.

  • Roles can be set to cost to food or to beverage in Loaded and this will be shown in the relevant wage cost reports.

  • Roles can also have a department code this is required only if you wish to attribute your wage cost in your payroll export

Adding a new role

  1. Click on the Time module

  2. Click on Manage along the left-hand side of the page

  3. Click on Roles

  4. To add new roles you can click the blue Add new role button. Type the name of the role you would like to add and select whether it is a Food, Beverage, or a No Group cost (this will add the expense to the overall wage cost but will not assign it to food or beverage). Then click save.

    creating_a_role.PNG

Editing an existing role

  1. To edit an existing role, head back to the manage roles page and click the actions drop box then click manage role.

    manage_role.PNG
  2. From here you can edit the role name, department code or the cost code and re-save

roles_2.PNG

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