Employee roles in Redlist are used to assign work to groups of people and ensure that qualified employees are completing the assigned work. Employee roles can also be used to monitor employee compliance with necessary training and certifications, as well as send notifications to anyone assigned to the employee role.
How to Create Employee Roles
Click on "Settings", then "Employee Roles"
Click on "Add Role"
Indicate the name of the Role
Note: if cost tracking by employee role is needed, enter in an average cost/hour to the "Default Wage" field.
Click "Create"
By creating employee roles in Redlist, you can ensure that work is assigned to the appropriate individuals and that all necessary qualifications and certifications are met. Additionally, using employee roles can help you streamline your workflow by assigning work to groups of people rather than individual employees.
How to Edit Employee Roles
Click on "Settings", then "Employee Roles"
Select the role to edit, click on the pencil icon
Click on "Save"
How to Add Employees to Employee Roles
Click on "Settings", then "Employee Roles"
Select an Employee Role, then click "Add Employee"
You can select one or multiple employees from the list, then click on "Add Selected".
A new employee can also be added from this page when you click on "Create New Employee".
How to Assign Certifications to Employee Roles
Click on "Settings", then "Employee Roles"
Select an Employee Role, then click the "Certifications" tab.
Click on "Add Certification".
Select one or multiple certifications, then click on "Add Selected".
