The Employee Roles Report provides a detailed listing of employees and the roles assigned to them within the dealership’s system. It displays each employee’s identifier, name, and associated roles (e.g., Service Advisor, Technician, Accounting Clerk, Sales Manager). This report is designed to help managers and administrators maintain accurate role assignments, ensure proper system access, and support operational accountability.
When to Use It:
- Role Verification:
Ideal for confirming that employees have the correct roles assigned for their job responsibilities.
- System Access Review:
Used during security audits or system maintenance to validate permissions tied to roles.
- Operational Planning:
Helpful for identifying role coverage across departments and ensuring staffing needs are met.
- Audit and Compliance:
Supports internal or external audits by providing documentation of employee roles and responsibilities.
- Training and Onboarding:
Assists HR and managers in verifying role assignments for new hires or role changes.
Note: You can filter by Company, Report By (Employee or Role), Roles, and Employees, and choose output options such as View or Export for flexible reporting.
Who Uses the Employee Roles Report, How Often, and Why
