Skills Matrix - Assign Roles - Step 1 - Select Role

Managers and administrators are able to manually assign roles to direct or indirect reports via the Skills Matrix. When a role is manually assigned to a user, the role remains assigned to the user, regardless of whether the user changes positions.

Managers and administrators can only assign a single role to one or more users at a time.

To assign a role to one or more users, follow these steps:

  1. Go to Performance > Skills Matrix. Note: The location of this link is configurable by your system administrator.
  2. From the Options drop-down menu, select Assign Roles. This opens the Select Roles pop-up.

  1. From the pop-up, search for a role by title or ID using the Search field.
  2. Click the title of a role to select the role and open the Assign Role page. See Skills Matrix - Assign Roles - Step 2 - Select Users.