Roster Management
The Roster page is where you manage employee information, roles, and status. Keep your roster up to date so ratings and other features work correctly.Accessing the Roster
Click Roster in the navigation menu to view your team.What You’ll See
The roster displays all employees in a table with key information:Key Actions
From the Roster Page
You can:- View all employees at your location
- Search for specific people
- Filter by FOH/BOH
- Edit employee details
- Change roles for employees below your level
Quick Edits
Click on an employee row to:- Update their information
- Change their role
- Modify their FOH/BOH assignment
- View their details
Understanding the Table
Sorting
Click column headers to sort by:- Name (alphabetical)
- Role (by hierarchy level)
- Hire date (newest or oldest first)
Role Badges
Each employee shows their role with a colored badge. Colors are assigned by your organization to make roles easy to identify at a glance.FOH/BOH Indicators
- FOH = Front of House (customer-facing positions)
- BOH = Back of House (kitchen/production positions)
- Both = Works in both areas
Who Can Manage the Roster
Your ability to edit the roster depends on your role:The Hierarchy Rule
You can only change roles for people below your level in the hierarchy. You cannot:- Promote someone to your same level
- Promote someone above your level
- Change roles for people at or above your level
Keeping the Roster Updated
Why It Matters
An accurate roster ensures:- Ratings go to the right people
- Discipline records are for current employees
- Reports and metrics are accurate
- Role-based permissions work correctly
Regular Maintenance
- Add new hires when they start
- Update roles when people are promoted
- Change status when people leave
- Correct FOH/BOH assignments as needed
Next Steps
Add Employees
Learn how to add new team members
Manage Roles
How to change employee roles