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On the Roles & Rates screen page, users with Office App permissions can create, manage, and review Roles to fit the needs of your organisation.

Tātou Terminology Review:

Roles play an important part in Tātou allowing your organisation to:

  • Set different hourly/contract rates for employees working in different roles, and

  • Can be used to restrict Task completion to employees with the set role requirement

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Tip

Pro Tip - use the Column Filter.png icon to add or remove columns from view on this page

Key Features:

  • Multiple Roles: Employees can be assigned multiple Roles, but must also have set a Default Role.

  • Role Creation: Click the “+ NEW” button → ← to create a new Role.

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Warning

If employees are “undefined” when creating a Job in the Field App - a common reason is that they do not have the correct roles assigned to complete that task.

Related Topics:

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Jobs Menu → Reviewing and Editing Jobs in the Office App

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Jobs Menu → Timesheets

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Operations Menu → Projects

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Operations Menu → Scheduled Tasks

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