Employee Types and Roles

In Rapid ERP, users can define and manage different employee types to better organize roles and assignments within the system. This article provides guidance on how to access, create, and configure employee types, including system-defined types and custom role types.

Accessing the Employee Type List

To view and manage employee types:

• Classic Theme:
  1. Go to the top-left corner of the program.
  2. Click on the round RW button.
  3. Select Generic Types, then click Employee Types.
• Clean Theme:
  1. Click on Resources from the main menu.
  2. Select Generic Types, then click Employee Types.

This will open the Employee Type List screen, where system-defined and user-created employee types are displayed.

Understanding System vs Custom Types

• System Types: These are pre-configured employee types that are required by the system. Only system-defined types can be:
  • Assigned to a job as an employee.
  • Assigned to a quote as a salesman.

Note: System Types can be renamed if needed but not deleted.

• Custom Role Types: You can create additional types, such as Manager, Driver, etc. These roles can be assigned to employees in their employee records but cannot be assigned directly to jobs or quotes.

Creating a New Employee Type

1. In the Employee Type List, click  on Add New.
2. Enter the desired Type name.
3. Optionally, add description.
4. Save your changes.

 Managing Role Visibility

• You can make roles inactive if they are no longer in use.
• To view inactive roles, click the Show button and select the appropriate filter (e.g., "Active & Inactive", "Inactive").

This helps keep your list organized and focused on currently active role types.

Best Practices

• Use system-defined types for any employee that needs to be scheduled for jobs or added to quotes.
• Create descriptive custom types for internal use to improve clarity and reporting.
• Regularly review and clean up inactive roles to maintain data accuracy.

NOTE: To learn how to add an employee and assign a role visit How to Add an Employee in Rapid ERP