Managing Job Roles

Manage your list of defined job roles using the job role manager.

• Job role names must be unique.
• Employees can have multiple job roles.
• You can assign responsibilities to job roles.
• In order to manage roles, you must be granted access to do so.
• You may be presented with a list of employees when deleting a job role; said list will include all employee records that will be affected by the action.

Creating a new job role

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Job Roles'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, click/press the 'New' button.
5. Enter the unique name of the role.
6. Assign the relevant responsibilities.
7. Click/Press the 'Save' button.

Updating an existing job role

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Job Roles'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and click/press the 'Edit' button.
5. Make the required changes.
6. Click/Press the 'Save' button.

Deleting a jo role

1. Navigate to the 'Admin' area using the system menu.
2. Expand the 'Workforce' section and find the item with the header 'Job Roles'.
3. Click/press the button 'Manage'.
4. Once the dialog/window has opened, find the record you want to change and either:
   • Click/press the 'Down' arrow next the 'Edit' button and select 'Delete'.
   • Click/press the 'Edit' button and click/press the 'Delete' button once the record has loaded.
5. When prompted click/press the 'Delete' button on the confirmation dialog.
6. If there's any employees with the role assigned then you will be presented with an impacts dialog.
   Once you've reviewed the list of impacts click/press 'Continue'.