--- title: All About Staff Roles description: "## **In this article, we are going to learn about staff roles and how they play a huge part in Usked!** ![image 293](https://usked.com/wp-content/uploads/2025/12/image-293-1024x731.webp) ![image 284](https://usked.com/wp-content/uploads/2025/12/image-284.webp) ### **1. Now that I have my buttered roll...what is a staff role?** Staff Roles…" url: "https://usked.com/kb/all-about-staff-roles/" updated: "2025-12-10" category: Usked Features / Billing --- # All About Staff Roles ## **In this article, we are going to learn about staff roles and how they play a huge part in Usked!** ![image 293](https://usked.com/wp-content/uploads/2025/12/image-293-1024x731.webp) ![image 284](https://usked.com/wp-content/uploads/2025/12/image-284.webp) ### **1. Now that I have my buttered roll...what is a staff role?** Staff Roles enable staff access to certain parts of Ūsked! Staff can have zero, one, or multiple staff roles! ### **2. Where do I choose the staff roles for staff members?** If you navigate to ***PEOPLE > STAFF > CLICK ON THE PENCIL ICON***, you will see a tab dedicated to staff roles. You can choose yes/no as desired.  ![image 285](https://usked.com/wp-content/uploads/2025/12/image-285.webp) ### ** 3. Let's talk about what each staff role does! ** ![image 291](https://usked.com/wp-content/uploads/2025/12/image-291-1024x731.webp) ### **Abilities** - Can switch to any other user in the system. - Can change the banner image (your company's logo) - Can change the password for any user including other staff. ### **Reports** - The user log report ![image 286](https://usked.com/wp-content/uploads/2025/12/image-286-1024x731.webp) ### **Abilities** - Can switch to any other non-staff user in the system.  - Can edit any service request at any time regardless of the lock-out period. - Can send broadcast email and SMS messages to service providers.  (For  more on broadcast messages,  [see here](https://support.usked.com/broadcast-messages)). - Can view the history of most objects in the system.  - Can finalize and inactivate screening evaluation results. ### **Reports** - Alerts - Dock Pay - Fill Latency - First Time Logins - List of Email Addresses - Non-Staff Job Feeds - Screenings Overview - Screenings with Details - Service Provider Rates - Survey Responses - User Log - Who Is On Now? - Who Was On Today? ### **Settings** - [Audience Sizes](https://support.usked.com/audience-sizes-licensee) - [Dress Codes](https://support.usked.com/dress-codes-licensee) - Support Topics - Survey - Regions - [Paperwork](https://support.usked.com/all-about-paperwork) - [Email Templates](https://support.usked.com/create-email-template) - [Screening Types, Sections, & Parts](https://support.usked.com/screening) ### **Alerts** - When someone cancels a service request and forces all service provider slots to be non-billable. - When additional minutes for a service provider slot is not the same value for customer billing and service provider pay. - When someone submits feedback via web. ![image 289](https://usked.com/wp-content/uploads/2025/12/image-289-1024x731.webp) ### **Abilities** - Can send blocks and service requests into the email composer. - Can post and un-post blocks and service requests. - Can create and update blocks for recurring service requests. - Can use the FTF magic button for blocks.  - Can add service requests to the service request cart.  (For more look  [here](https://support.usked.com/request-cart).) - Can create, view, and update file attachments, points of contact, and locations for any group member.  ([More  about  file  attachments](https://support.usked.com/file-attachments)) - Can convert new clients on service requests into users and group members. - Can confirm and re-confirm service requests. ### **Reports** - Check Do-Not-Send Lists - [Check Service Provider Availability](https://support.usked.com/serviceprovider-availability?hs_preview=UMbXGkIN-38630284171#check-sp-av-report) - Check Service Request Availability - Confirmation Performance - FTF - Fill Rate Performance - Find Conflicting Service Requests - Hours by Service Code - Service Provider Demand - Service Provider History - Service Provider Hours - Service Providers - Service Providers by Region - Short Notice Checking Tool ### **Alerts** - When a non-staff group member changes any of their email addresses, phone numbers, or IM accounts. - Conflicting service provider slots. - Conflicting assignment with leave. - Conflicting service requests for clients. - Out-of-state requests. - Assigning a holiday service code to a service provider slot that is not on a holiday (and vice versa). - When combined travel expenses and mileage reimbursement would be more than the set travel cap. - When there is a gender mismatch between the assigned service provider and the requested gender. - When assigning a service provider that has not yet passed screening. - When assigning a service provider that does not meet all of the required paperwork for the group or service. - The service request was modified by the client. - If the service provider has had their assignment reduced within the cancel billable policy time. - If it is past the start time of a service request but unassigned service provider slots do not have the FTF flag turned on. - If leave is approved for service providers that have already been assigned to service requests. ![image 287](https://usked.com/wp-content/uploads/2025/12/image-287-1024x731.webp) ### **Abilities** - Can see customer billing and service provider pay amounts in dashboard reports. (More on Dashboards [here](https://support.usked.com/dashboards)) - Can edit invoices and timesheets on behalf of any service provider. - Can add and remove billable objects of any age on all invoices and timesheets. - Can change the pay period of unprocessed invoices. - Can convert empty invoices to timesheets. - Can submit invoices and timesheets manually. - Can create and edit any leave request or leave balance. - Can view and edit [staff days](https://support.usked.com/staffdays). - Can [process payroll](https://support.usked.com/training-billing-payroll). - Can [export data to QuickBooks™](https://support.usked.com/billing-training-quickbooks-export). - Can create and edit service providers. For more on how visit [here](https://support.usked.com/add-service-provider).  ### **Reports ** - Customer Billing Report - Service Provider Pay Report - Alerts - Dock Pay - Fill Latency - Freelance Billable Hours - Freelance Payable Hours - Old Assignments Invoiced Report - Payroll Reports - Service Provider History - Service Provider Rates - Staff Billable Hours - Staff Payable Hours - Tracking Report - Unvoiced Assignments Report - User Log ### **Settings** - Departments - [Staff](https://support.usked.com/training-staff-hr) - [Pay Periods](https://support.usked.com/pay-periods) - [Holidays](https://support.usked.com/billing-training-holidays) - [Mileage Rate](https://support.usked.com/billing-training-mileage) - [Services](https://support.usked.com/billing-training-services) - [Service Codes](https://support.usked.com/billing-training-service-codes) - [Service Zones](https://support.usked.com/billing-training-service-zones) ### **Alerts** - When any service provider's mailing address has been changed. - When a service provider has been assigned to a service request and a [pay rate cannot be found](https://support.usked.com/common-errors#adding-to-invoices). - When any changes are made to a service provider slot for a service request completed in the past. - Requests from scheduling to unlock a service provider slot so it can be modified. - Whenever there is a leave balance violation. ![image 292](https://usked.com/wp-content/uploads/2025/12/image-292-1024x731.webp) ### **Abilities ** - Can view the transaction history of some objects in uSked. - Can finalize screening evaluation results. - Can inactivate screening evaluation results. - Can create and edit any leave request. ### **Reports** - Expired Paperwork - Missing Paperwork - Screenings Overview - Screenings with Details - Unverified Paperwork ### **Settings** - Staff - [Paperwork](https://support.usked.com/all-about-paperwork) - [Email Templates](https://support.usked.com/create-email-template) - [Services](https://support.usked.com/billing-training-services) (limited to screening and paperwork parts) - [Service Zones](https://support.usked.com/billing-training-service-zones) ### **Alerts** - When a service provider has been assigned to a service request and a [pay rate cannot be found](https://support.usked.com/common-errors#adding-to-invoices). ![image 288](https://usked.com/wp-content/uploads/2025/12/image-288-1024x731.webp) ### **Abilities** - Can evaluate screening responses. - Can ask for help when evaluating screening responses. ### **Reports** - Screenings (for evaluation only) ![image 290](https://usked.com/wp-content/uploads/2025/12/image-290-1024x731.webp) All users with at least one role enabled (except the QA role) are considered office staff and have the following abilities. ### **Abilities** - Has access to all blocks, contract days, and service requests for all groups. - Can view blocks, contract days, approved leave, and other extra details, in the 35-day view. - Has additional filters to use in the 7-day view. - Can see extra details in the information boxes for blocks and service requests. - Can force service provider slots to be non-billable when canceling service requests. - Can view and edit internal notes. - Can view details by hovering the mouse cursor over client names and service provider names. - Can modify do-not-send lists. - Can create and modify user accounts, groups, group members, and service provider profiles. - Can copy preferred service providers from one group member to another for a user. - Can assign service providers to service requests and update any field in the service provider slot. - Can create, view, and update any service request at any time up to the lock-out period. - Has access to many additional fields for service requests. - Can new submit service requests for service dates in the past. - Can update canceled service requests. - Can send a request to billing to unlock a service provider slot. - Has access to a pop-up calendar on the main menu bar. - Can search by service request ID number in the main menu bar. - Can create and modify [dashboards](https://support.usked.com/dashboards). - Has access to the [1-day view](https://support.usked.com/1day-scheduling-views). - Has access to the [service request cart](https://support.usked.com/request-cart) and related features. - Can create, update, download, and accept quotes for customers. - Can view, create, and update all [paperwork](https://support.usked.com/all-about-paperwork) (but not necessarily the supporting files). - Can view the history of some objects in uSked. - Can make and update [recurring service requests](https://support.usked.com/recurring-requests). - Can use the billing details feature for service requests. - Can manually send system alerts for service requests. - Can run the scenario optimizer on service requests in the service request cart. - Can upload biographies and resumes for service providers. - Can [change the password for any non-staff user](https://support.usked.com/change-password#anothers-password). ### **Reports** - Service Provider Slot Non-Default Values - Big Payable Hours ![image 288](https://usked.com/wp-content/uploads/2025/12/image-288-1024x731.webp) ### **Abilities** - Can create and edit leave requests for any subordinate. - Can adjust leave balance for any subordinate. ### **Alerts** - When a subordinate creates or modifies a leave request.