Enabling pre-scheduled changes to job roles makes everyone feel empowered, relieved, and confident in their workflow processes. You can ensure you complete your tasks before they need to take place.
To add a new job role to an employee with a future date, follow the steps below:
Click Access Button
then click Employee.
In the relevant employee's profile, click Personal.
Click the Job Role dropdown, then select the new job role.
Set up the date you want the change to take place on.
Click Save.
After doing this, the job role change will take place on the specified date.
To simply add a new job role in the Job Role list, follow the steps below:
Click Access Button
Click the relevant employee then, from the Job Role drop-down menu, select +(Manage This List).
Add the new job role then press Enter on your keyboard.
Click Done.
📌Note: You can also update job roles in bulk if you wish.