Roles - Manage

The Manage Roles page enables administrators to manage existing roles and create new roles. Active roles can be used in a skills matrix.

To access the Manage Roles page, go to Admin > Tools > Performance Management > Manage Roles.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Role Management – OU Assignment Grants ability to create a role. Administrators can also select assignment criteria when creating or editing a role. This permission can be constrained by OU, User's OU, User, and Self and Subordinates. Performance
Role Management Grants ability to view, edit, and copy roles. When editing or copying a role, administrators can delete or modify an assignment. However, this permission does not grant the ability to select assignment criteria for a role. This permission can be constrained by OU, User's OU, User Self and Subordinates, User, User's Self, User's Manager, User's Subordinates, and User's Direct Reports. These permission constraints limit the users to whom administrators can assign a role. Performance

Role - Create

To create a new role, click the Create New link. See Role - Create - Step 1 - General.

Role - Search

Administrators can search for existing roles using the following search filters at the top of the Roles table:

  • Title
  • ID
  • Position - Search by related positions.
  • Competency - Search by competency qualification requirements.
  • Training - Search for roles based on their associated training.
  • Include Inactive - Select this option to include inactive roles in the search results.

Click the Search button to search for roles using all of the search criteria.

Roles Table

Administrators can only view and manage roles if the administrator is within the role's Admin Visibility settings.

The following information is displayed for each role in the Roles table:

  • Title - Roles are sorted alphabetically by title by default.
  • ID
  • Description
  • Active - This column indicates whether the role is active or inactive. When the Active option is checked, this indicates that the role is active. The Active box is disabled and cannot be checked or unchecked.
  • Created By - This displays the first and last name of the user who created the role.
  • Last Updated - This displays the date on which the role was last updated.

The following options are available in the Options column:

Back Button

Administrators can click the Back button to return to the Performance Management page.