Adding a role to an employee at a person level (connection)

#description#

What is a role?

A role allows a person to exercise certain rights over other employees. The rules determine the rights per role.

People can be linked in the organisation chart to exercise a role on an employee. To determine who has a role over an employee, it is first checked who has a has a role over the employee in their group in the organisation chart. If no one exercises the role within this group, the higher levels in the organisation chart are checked (from the bottom to the top). The first person with the role that is found, will perform the role for the employee.

To make exceptions possible, one can link a role at the personal level . This one has priority on the role assigned in the organisation chart. Next to 'Connections’ on the profile page you can find out who plays a role for the employee If one clicks on the connection, one can see whether this role is linked via the organisation chart.

#summary#

How?

  1. Open the Persons page from the main menu at the top.
  2. Click on the name of the employee to open the profile page.
  3. Open the menu at Connections and click on 'Add connection'.
  4. Click on the person.
  5. Indicate the correct role in the selection list.
  6. Adjust the start date.
  7. Click on 'SAVE'.

How? (extended version)

  1. Open the Persons page from the main menu at the top.

    U15_-_1a_ENG.png

    U15_-_1b_ENG.png

  2. Click on the name of the employee to open the profile page.

  3. Open the menu at Connections and click on 'Add connection'.

    U15_-_2_ENG.png


  4. Click on the person that you want to add as a connection.

  5. Choose the correct role in the selection list.

  6. Adjust the start date.

  7. Click on 'SAVE'.
    The connection is added and will be replaced by the person/people with the same role, obtained from the organisation chart. Refresh the page (click on F5) to see the adjustment.