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