Employment type and member settings

For managers and admins. App role, org role, hourly vs salaried, and chart placement.

Last updated About 2 hours ago

For managers and admins.

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.
Member settings dialog with app role, org role, employment type, date, and org chart fields

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.