Employment type and member settings

Open Member settings to change a teammate's app permission, org role, employment type, hire date, and org chart placement.

Open member settings

1. Click Organization, then Members.
2. Open the row menu (⋯) for an active member.
3. Click Edit.

Fields

• App role — Member, Manager, or Admin (subject to rank rules in Member, Manager, Admin, and Owner).
• Org role — optional job title from the Roles tab.
• Employment type — Hourly members can clock time in Time tracking; Salaried members can open Time tracking but cannot start a clock.
• Employment date — when they joined (or their hire date). Used for leave earning start, waiting periods, and hire proration. Required for leave eligibility.
• Org chart — on Business, include or hide them and set who they report to (when they have no org role).

Click Save to apply. The same fields appear when you invite someone new — see Invite a teammate.