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Managing Roles
Roles represent job positions within your organization. Each role has a name (e.g., "Installer", "Sales Manager"), a level/multiplier that represents seniority, and can belong to a department (or be uncategorized). Roles are used in role-based distribution calculations for profit-sharing plans.
Creating Roles Within a Department
The most common way to create roles is when creating or editing a department:
Go to People → Departments
Click Add Department (or edit an existing one)
In the roles section, add your roles:
Enter the Role Name
Enter the Level (seniority multiplier)
Click Save & Add (or Save if editing)
Creating Standalone Roles
You can also create roles without assigning them to a department:
Go to People
Click Add Role
Add one or more roles:
Enter the Role Name
Enter the Level (seniority multiplier)
Click Save & Add
Standalone roles appear in the Uncategorized section of the departments list.
💡 Tip: The level represents seniority relative to roles in other departments. Consider how roles across your organization compare when setting levels.
Editing a Role
Go to People → Departments
Find the role in the list (under its department or in Uncategorized)
Click the pencil icon on the role row
Update the role details:
Role Name — Change the position title
Level — Adjust the seniority multiplier
Department — Optionally move the role to a different department
Click Save
Moving a Role to a Different Department
Edit the role (click the pencil icon)
Use the Department dropdown to select a new department
Click Save
The role will now appear under the new department in the list.
Deleting a Role
Click the pencil icon to edit the role
Click Delete Role at the bottom of the drawer
Confirm the deletion when prompted
⚠️ Warning: Deleting a role will affect employees currently assigned to that role. Consider reassigning employees first.
Understanding the Level/Multiplier
The level (also called multiplier) is a number that represents seniority:
Level 1 — Entry-level positions
Level 2 — Mid-level or experienced positions
Level 3 — Senior or lead positions
Level 4+ — Management or executive positions
Why it matters:
Used in role-based distribution calculations
Higher levels may result in larger award shares depending on your plan configuration
Helps maintain fair compensation across different seniority levels
Roles and Employees
When adding or editing an employee, you can assign them to a department. If you select a specific department, you must also select a role within that department. If you select "All Departments", role selection is optional.
Best Practices
Be consistent with levels — Use the same scale across all departments (e.g., 1–5)
Match your org structure — Role names should reflect actual job titles
Plan for growth — Leave room in your level scale for future positions
Review periodically — Update roles as your organization evolves
Use departments for grouping — Keep related roles together in departments for easier management
Troubleshooting
"Must add at least 1 role" error — Departments require at least one role. Add a role before saving.
"Role level cannot be empty" error — Every role needs a level/multiplier. Enter a number (e.g., 1, 2, 3).
"Must select a valid role" error (when editing employee) — If you've selected a specific department for an employee, you must also select a role from that department.
Role not appearing in the correct place — Check if the role has a department assigned. Unassigned roles appear in the Uncategorized section.