Skills Matrix - Assign Roles - Step 2 - Select Users

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.

When assigning roles, you must first select the role that is being assigned. See Skills Matrix - Assign Roles - Step 1 - Select Role.

After a role is selected, you can select the users to assign to the role.

Role Information

At the top of the page, the role information is displayed, including the role title and description.

Direct Reports

The Direct Reports section displays all of the manager's direct reports in alphabetical order. The direct report's photograph, name, and position title are displayed.

If the user has already been dynamically assigned to the role due to their position, then an asterisk appears next to their name. These users appear first in the Direct Reports section, and these users cannot be manually assigned to the role.

Direct Report - Add to Assignment

To add a direct report to the assignment, check the checkbox to the left of the user.

To add all of the direct reports to the assignment, check the Select all checkbox in the upper-right corner of the section.

Direct Report - Remove from Assignment

To remove a direct report from the assignment, uncheck the checkbox to the left of the user.

Note: If a user is manually assigned a role and is later assigned the same role based on their position, then the user retains both a manual and position-assigned status. The manager cannot edit the user's assignment status while the position assignment is active. If the user switches positions and the new position is not associated with the role, then the user reverts to a manual assignment only. The manager can then edit the user's assignment status.

Indirect Reports

The Indirect Reports section enables managers to select indirect reports for the role assignment. By default, no users appear in this section unless they have been dynamically assigned to the role due to their position.

If the user has already been dynamically assigned to the role due to their position, then an asterisk appears next to their name. These users appear first in the Indirect Reports section, and these users cannot be manually assigned to the role.

Indirect Report - Add to Assignment

To add an indirect report to the role assignment, click the Add Person button in the upper-right corner of the section. This opens the Select Indirect Report pop-up, where the manager can search for users by Last Name, First Name, or ID. Click a user's name to add the user to the assignment.

The selected indirect reports appear in the Indirect Reports section in alphabetical order. The indirect report's photograph, name, and position title are displayed.

Indirect Report - Remove from Assignment

To remove an indirect report from the assignment, click the Remove icon to the right of the user's information.

Note: If a user is manually assigned a role and is later assigned the same role based on their position, then the user retains both a manual and position-assigned status. The manager cannot edit the user's assignment status while the position assignment is active. If the user switches positions and the new position is not associated with the role, then the user reverts to a manual assignment only. The manager can then edit the user's assignment status.

Submit or Cancel

After making the appropriate selections, click Submit to assign the role to the selected users. Otherwise, click Cancel to cancel the role assignment.