Create a New Working Role

Adding a new role requires more configuration and it is easier to duplicate an existing role to reuse its existing parameters.

Go to Setup > Role setup > Role list

Click on Add New Role in upper right corner.

Enter role name.

Enter role abbreviation.

Add role layer.

Add scheduling method.

Add start and end time.

Optional configuration:

Description:

Alternate Role:

Role Equity Group:

Default Site:

Scheduling Pass:

Break start time and end time:

Role Colors: These colors will be shown in lists and schedules.

Sort Order: Where the role shows in the drop-down role lists.

Default demand: when the role will be added in a Demand template, the corresponding Minimum and Maximum demand fields will be set to these values.