Roles are used within 5-Out to describe different positions employees hold for the purpose of using the 5-Out Scheduler. If you are interested in understanding Admin permissions, click here.
Roles live within departments in 5-Out and allow you to set different default wages for different job types. For example, servers typically have a different hourly wage than bussers.
To set up new roles:
Navigate to your "Account" screen by toggling to it at the top of the page and select "Create New Role" on the right side
Fill in the role name, check if it is a managerial role, and choose a color for the role
(NOTE: is managerial allows any employees with this role to help manage Shift Pool Requests and Time Off within the Employee App, without granting them access to the full backend of 5-Out)
Navigate back to the restaurant whose schedule you are setting up by toggling out of the "Account" page
Navigate to the "Roles" screen under the settings gear on the left hand menu
Select "Assign Role" in the top right corner
Select the role and enter department and wage in the pop up and click "Apply"
Repeat these steps for all roles
To edit an existing role:
Navigate to your "Account" screen by toggling to it at the top of the page to view all roles
Click the three dots on the right hand side of a role to rename the role
Click the three dots on the right hand side of a role to change the color tag
Check the box under "Is managerial?" to indicate if a role is managerial
Navigate back to the restaurant screen and click into restaurant settings > roles and click the three dots in the far right hand side of a role to:
Update the default department
Update the default wage ($)
