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Managing job roles
Who is this article for?Users responsible for user management.
Person Manage Job Roles permissions are required.
Training and competencies can be assigned to users in multiple ways, including job roles. Job roles group people with the same responsibilities, making it easy to schedule Training and apply competencies to the entire cohort.
This article shows you where you can assign job roles.
1. Adding job roles
To add a job role:
- Access the People module.
- Select People.
- Open a user record.
- Switch to the Properties tab.
- Click Edit (Pencil icon).
- Click Assign Job Role(s).
- Select a Master Job Role from the dropdown.
- Tick relevant roles.
- Click OK.
2. Deleting job roles
To delete a job role:
- Tick the job role.
- Click Remove Job Role(s).
This will bring up a confirmation pane.
- Click OK.
1. Adding job roles
To add a job role:
- Access the People module.
- Open a user record.
- Expand the Properties section.
- Click View/Edit Properties....
This will open a new window.
- Switch to Job Roles.
- Click Add....
This will open a new window. - Tick relevant roles.
- Click OK.
- Click Save.
All competencies associated with the role will be automatically added to the Training Plan section.
2. Deleting job roles
To delete a job role:
- Expand the Properties section.
- Click View/Edit Properties....
This will open a new window. - Switch to Job Roles.
- Highlight the job role.
- Click Remove....