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The table below explains each of the criteria.


FieldDescription
NameName this role type. This is also the default name applied to new roles. For example, if I made three new Manager roles, they'd be named Manager, Manager 2, Manager 3.
DescriptionEnter a description to help you remember what this role type is for
TitlesSelect the department and titles that can fulfill this role. At least one is required.
Cost CentersSelect the cost centers this role can be fulfilled from. At least one is required.
LocationsSelect locations this role can come from. At least one is required.
Resource TypesSelect resource types for this role. Optional.
SkillsSelect skill levels for this role. Optional.
Keywords

Keywords are used to search resumes. At least one resume must match the keyword search for a resource to be returned. Optional.

Info

There is a performance penalty to performing keyword searches as it requires searching all documents associated with resources. Searches for resources that match this role will be a bit slower.


Allocation PercentageWhen roles are created, allocate this percentage of their normal working hours. For example, if a resource typically works a forty hour week then an allocation percentage of 50% results in a 20 hour week.
Base Rates on TitleOverride the default title and rate for this role to another one. For example, a junior engineer could bill at a senior engineer's rate.