When a time entry is created, the system looks up the Job Role the user held at the time the timer started and uses the associated hourly rate. If the user’s role changes part-way through a period being recorded, the calculation is based on the role at the point the timer began, not the role they hold when the entry is saved.

If an internal cost has been overridden for a specific user, that override takes precedence over the rate associated with their Job Role.

Rate cards and internal costs are configured against Job Roles. When setting up rates, select the relevant Job Role to associate the rate with users holding that role.

Allocation rules can be configured to target users with a specific Job Role. The role picker in the allocation rule configuration uses the Job Roles list.

User match rules can include a Job Role condition. The system checks whether the user’s current role matches the configured role and passes or fails them accordingly. A user who previously held the role but no longer does will not pass the check.

Security barriers can be configured against Job Roles. A user must hold the specified Job Role to be placed into the relevant participant role. Users without the role are blocked.

When configuring rate cards within Goods & Services items, Job Roles are used as the role reference. Select the appropriate Job Role when setting up pricing.

The User context in Data Composer includes Job Role information. You can query:

• Job Role - the user’s current role
• Job Role Assignments - the full history of role assignments as an array

This makes it possible to build calculated fields and queries that reference a user’s role or role history.

The User Advisor on the admin Users page flags users who have no Job Role assigned where one is required by their user type. Advisories are grouped by type, so job role issues appear separately from permission or email issues. You can view and resolve flagged users directly from the advisor panel.