Working with Roles

Employees can be designated as managers, admins, and other functional user types.

The Employee role is assigned by default.  The most common role that will be designated through an integration is the Manager role, which must be assigned before that employee can be given direct reports. The Manager role is available in the Essentials, Advanced, and Plus WorkforceHub configurations.

A list of existing roles can be retrieved using the Get Company Roles endpoint.

A list of roles currently assigned to an employee can be retrieved using the Get Employee Roles endpoint.

Employee roles can be added using the Upsert Employee Role endpoint and deleted using the Delete Employee Role endpoint.