Once you have created and published your Job Role, you will be ready to start assigning it to your Users.
There are three ways to assign a Job Role to Users.
- A Super Administrator can assign Job Roles individually or in bulk within the Job Roles area
- An Administrator can assign a Job Role when viewing a User's profile via Organisation & Users
- A Line Manager can assign a Job Role when viewing a User's profile via My Staff or My Team Activity
As an Super Administrator
Super Administrators can access the Job Roles area, from the System section of the Menu.
Click on the link for the Job Role you wish to Assign.
Click on the Users tab on the left-hand side.
Click on the Assign button.
You will be presented with a 2 step wizard.
Search for the User by typing their name in the filter box and clicking Search or pressing the Enter key on your keyboard.
Tick the box next to the User's name.
Repeat if you would like to assign more Users to this Job Role.
Click on the Next button at the bottom of the page.
This step allows you to choose when the Job Role will be assigned from and if you will notify Users.
The Job Role will be assigned from the date you click on the Finish button, unless you tick the Start Date box, in which case, the Job Role will be assigned from the User's employment date.
Tick the Notify users of the new job role box if you would like the LMS to automatically notify the User that the Job Role has been assigned. If you have added the Job Role to a new User and they are yet to start, you may prefer to leave this unticked.
Click on Finish to complete the wizard and assign the Job Role to the User.
As an Administrator or Line Manager
When viewing a User's profile, click on the Job Roles tab on the left-hand side.
Click on the Assign Job Role button.
Select the Job Role you wish to apply. Tick the Notify users of new job role box if you would like the LMS to automatically notify the User that the Job Role has been assigned. Then click on the Assign button.