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Need to change someone's role at work? No problem, just follow these steps:
Need to change someone's role at work? No problem, just follow these steps:
Step 1
Step 1
From My Dashboard, click on "Pick workspace" and select the site where the employee is located.
Step 2
Step 2
From the site inbox page click the 'Switch to Manage Mode' button
Step 3
Step 3
Click 'All Employees' on the manage sidebar:
Step 4
Step 4
Find the person you're looking for and click on their name:
Step 5
Step 5
Hit the 'Edit' button at the top right of their record
Step 6
Step 6
Scroll down to the roles section, and edit the employee's role(s) via the checkboxes.
Need a reminder of the requirements that are applied to the role? Click on the more icon next to the role (highlighted below in green)
Step 7
Step 7
Then click 'Save employee' at the bottom of the page.
The system will archive any training, employee checklists and E-learning that were Role Requirements of any removed role. If these are still needed then unarchive as necessary.
The system will archive any training, employee checklists and E-learning that were Role Requirements of any removed role. If these are still needed then unarchive as necessary.
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