Can I add multiple roles to a team group? How do I remove a role?
Use this guide to accurately enter team roles in the staffing cost interface for planning and budgeting.
🧭 Steps to Add a Role
Step 1: Enter the Team Name
Click the “Team Name” field at the top and type in your group name (e.g., Marketing, Engineering).
Step 2: Click “+ Add Role”
This will insert a new row for entering role details under that team.
Step 3: Fill in the Role Information
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Position Title: Enter the role title (e.g., Marketing Manager).
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Employee Name (optional): Add a name or leave it blank for planned hires.
Step 4: Input Compensation Details
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Yearly Salary: Enter the base salary as a number (e.g., 75000).
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Employment Type: Choose from the dropdown (Full-time, Part-time, etc.).
Step 5: Set the Timeframe
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Start Date: Select the starting month and year (e.g., Jan 2021).
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End Date: Choose when the role ends (e.g., Dec 2025).
Step 6: Add Salary Growth (Optional)
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Variation %: Enter a percentage increase per year (e.g., 5).
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Frequency: This is fixed to “Yearly”.
Step 7: Adjust Benefits and Taxes (Optional)
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Benefits and Tax: Default is 20% — modify if needed.
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Cost of Sales: Check this only if the role directly contributes to revenue.
Step 8: Save the Role
Click the orange “Save” button. Use “Cancel” to discard changes or “Delete” to remove the role.
💡 Pro Tips
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Use “+ Add Role” again to enter more team members.
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It’s fine to leave Employee Name blank for upcoming hires.
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Keep timeframes and variation values accurate for better forecasting.
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The bin icon provides a quick and precise way to delete individual roles without affecting others.