/
Roles & Rates Page

Roles & Rates Page

On the Roles & Rates 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

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.

  • Role Rates Type: Roles can be assigned a Default Rate type of either Hourly or Contract

  • Role Rate Values: Roles can be assigned an Internal Default Rate, as well as a Default Sales Rate, so that Employees with time tracked using a specific role will carry through to Jobs they are a part of.

Roles can be assigned to:

  • Employees in the Employee Profile, or

  • Employees in the Bulk Edit feature on the Employee Page

  • Task Category when creating a Task Category or editing an existing Task Category

Related content

Adding Roles and Rates
Adding Roles and Rates
More like this
Tasks Page
More like this
Adding Employees
Adding Employees
More like this
Employee Profile Page
Employee Profile Page
More like this
Permissions Page
Permissions Page
More like this
Creating Permissions Groups
Creating Permissions Groups
More like this