Clients can have start and end dates for roles when they are added. These are noted as “Start Date” and “Expiry Date” when adding a role
When adding a new role
- Select the Role Code you wish to add
- Add the optional description of the role if needed
- Add the Start Date for entry of the role
- Add the Expiry Date for the expiry for the role
You can optionally choose to add the expiry date and start date on role entry. You can add to these values AFTER you have made the role, by editing the role
Start On and Expiry fields will be shown where applicable on the Client > Roles screen (red above) Use the “…” for the role to edit and adjust the Start On/Expiry Date fields as required