Managing Roles in Your Schedule
Overview
This guide explains how to add and remove roles from the schedule in the Jolt Web Portal.
Additionally, this guide also touches on assigning roles to employees and managing their schedules, providing a holistic approach to role management in Jolt.
Prerequisites
You must have Location Website Admin, Content Group Admin, or Company Admin access.
Ensure roles are created before adding them to the schedule.
Employees should have the appropriate roles assigned to them before they can be scheduled.
Role Settings
Navigate to Settings → Roles and open the role you want to use for scheduling.
Under Role Details, check the box for Use For Scheduling.
Click Save. The role will now appear on the schedule.
Schedule Settings
Go to Scheduling → Make Schedule.
Scroll to the bottom and click +Add/Remove Role to Scheduling.
Select the roles to use for the schedule, then click Save.
Assigning Multiple Roles to Employees
Jolt allows you to assign multiple roles to a single employee, enabling them to take on various responsibilities within a single shift or across different shifts. To configure an employee to hold multiple roles:
Access User/Role Settings: Navigate to the user/role settings in your Jolt account.
Add Roles: Assign the desired roles to the employee. Ensure that roles are added rather than replacing the existing ones.
Build Schedules: Use the assigned roles to create schedules that reflect the employee's responsibilities.
By following these steps, you can effectively manage multiple roles for employees in Jolt, ensuring a seamless scheduling experience.
Related Articles
Additional resources on assigning multiple roles to employees and managing their schedules can be found in Jolt's help documentation.