Skills Matrix - Assign Roles - Select Role

If you are assigning roles, this is the first step in the process.

Managers and administrators can use the Skills Matrix to manually assign roles to direct or indirect reports. 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 access the Skills Matrix, go to Performance > Skills Matrix. Note: The location of this link is configurable by your system administrator.

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Assign Roles Grants ability to assign roles to those for whom the user is a manager or approver. This permission cannot be constrained. This is a manager/approver permission. Performance
Skills Matrix Grants access to the Skills Matrix page. This permission can be constrained by OU, User's OU, User's Direct Reports, User, User's Subordinates Only, and User Self and Subordinates. The permission constraints determine which users are available to view in the Skills Matrix. Performance

To assign a role to one or more users:

  1. From the Options drop-down menu, select Assign Roles. This opens the Select Roles pop-up.
  2. From the pop-up, search for a role by title or ID using the Search field.
  3. Click the title of a role to select the role and open the Assign Role page to continue. See Skills Matrix - Assign Roles - Add/Remove Users.