Changing an Employee's Role

Need to change someone's role at work? No problem, just follow these steps:

First Stage - Editing the Role

From the home page click on the 'Manage' button:

Click on 'All Employees' in the sidebar:

Find the person you're looking for and click on their name:

Hit 'Edit' in the top right:

In the Role(s) section please tick or untick as needed:

The more options (...) to the right of the roles will show you the requirements each has when you hover over them.

Click save in the bottom right corner:

Second Stage - Processing any changes

After changing roles, you will see a 'Process employee changes' page:

This page shows the training, E-learning, and employee checklists that were needed for the old role(s):

By default, the system will archive these items. If you want to keep any active, switch them to 'Not archived (keep active)' and hit 'Save' at the bottom of the screen.

If you leave this page without saving it keeps all of the previous role requirements active.