Adding & Deleting Employee Roles

Employee Roles can be any job position an employee may hold in your company, e.g. salesman or marketing manager. The role of the employee can be added wherever employees are set up or linked in the system e.g. when an employee is linked to an order/contract. There are some roles already entered in the system, however others can be added as required.

To Add Additional Employee Roles

  • Go to Parameters & Lists > Employees > Employee Roles in the main menu.
  • Enter a new 1 letter code for the new Role and either hit the New Button on the Navigation Toolbar or hit return and message will pop-up Add New Employee Role? Click on Yes.
  • Enter a description for the employee role.
  • Click the Tick Button to save.

To Delete an Employee Role

  • Go to Parameters & Lists > Employees > Employee Roles
  • Search for the Employee role you wish to delete.
  • When in that record, click on the Delete Button in the Navigation Toolbar.
  • A message will pop up Delete Employee Role? Click on Yes.

Marketing Database Options