Creating and Managing Employee Roles
Creation date: 27/10/2021 11:57 am
Updated: 21/8/2026 4:55 pm
Roles define an employee’s position and are used throughout Engage for employee setup, training, health checks, documents, uniforms, forms, messaging and reporting.
Quick steps
- Go to Customer Admin > Organisation > Employee Roles.
- Select New Role.
- Complete the required details and save.
- Assign the Role when creating or editing an employee.
1 Create the Role
Select New Role and complete the form. Fields marked with a red asterisk are required.
If the Role is driver-based, select Driver Based so driver details become required on the New Employee form.
2 Assign and maintain Roles
Assign the Role during employee creation or from the employee’s Edit screen.
Roles can be edited later. A Role cannot be deleted while employees are assigned to it; update those employee records first.
3 Add a Role Policy
Select View beside the Role, then select Add New Role Policy and upload the document.
Employees assigned to the Role are notified when a new Role Policy requires acknowledgement.
Where Roles are used
- Employee Profiles
- Training Courses and Health Checks
- Policies and Procedures
- Uniform allocation
- Forms and SMS messaging
- Reporting
Need help? Contact support@engagesolutions.co.nz.