The Roles feature allows you to keep track of the many professional positions in your company.
How to View Existing Roles
1. Navigate to the Admin dashboard using the menu on the left-hand side.
2. Select Company.
3. Select Manage Roles.
4. You can use the Arrow on the left-hand side to view more information on individual Roles.
How to Add a New Role
1. Select the Create button in the top-right corner.
2. You'll be prompted to add the title of the Role and an optional Description. If you have the Grades, Competencies and Skills features enabled, you can align these to the Role also.
3. When you're happy with the details you've entered, select Create.
How to Duplicate, Edit, Delete or Bulk Delete Existing Roles
1. Navigate to the Admin dashboard using the menu on the left-hand side.
2. Select Company.
3. Select Manage Roles.
4. Look for the icons on the right-hand side of the Role.
Duplicate: Select the Duplicate icon to copy the Role. This will open a new Create form with the Role details already completed. Select Create to create your new Role.
Edit: Select the Edit icon to edit the Role. Select Update to save any changes made.
Delete: Select the Delete icon to delete the Role. You will be asked to confirm that you want to delete the Role. If you do, it'll be deleted permanently.
Bulk Delete: To delete multiple Roles at once, select Bulk Actions at the top right of the page, and select the Roles you'd like to Delete. A banner will appear at the bottom of your screen. Select Delete to delete all selected Roles.
