Add your own roles
Shop foreman, fleet sales rep, tow driver: create the roles only your shop has, each with its own pay plan, background check and first-week checklist.
- Plan
- All plans
- For
- Admin
- Time
- 4 minutes
Create a role
- Go to Settings, Roles (
/app/settings/roles) and select Add a role. - Name it what you call it in the shop, like Shop foreman.
- Pick the built-in role it works most like. That sets the assessment benchmark and fills in sensible defaults below. A shop foreman works like a master technician; a fleet sales rep works like a service advisor.
- Choose the background check. Anyone who drives customer vehicles should get Driver, which adds a driving-record check.
- Turn on the tool inventory if new hires bring their own tools.
- Edit the first-week checklist: add, reorder or remove items.
- On the Complete plan, add a pay plan now (hourly, flat rate, salary or commission). You can add tiers and bonuses later in Pay plans.
- Select Create role.
Where your roles show up
- Post a job: pick the role under Your roles, or select Post a job on the role's card. The job starts from the matching template, titled with your role name.
- Pay plans: your roles appear at the top of the role list.
- Offers: the role's own pay plan is suggested first.
- Background check: the role's package runs automatically when the offer is signed.
- Onboarding and new hires: the tool step and first-week checklist come from the role.
Retiring a role
Archiving a role hides it from new jobs and pay plans. Jobs and hires already using it keep it.
Still stuck?
Email us what you were trying to do, with a screenshot if you can. A real person on the RPM team will reply.