Roles

The primary function of roles is to attach required competencies and ensure that these are completed in the necessary timeframes.

To view roles, go to ‘Organisation’ > ‘Links’ > ‘Roles’

To create a new role:

1. Click “ORGANISATION”
2. Click “Roles”
3. Click “Add New Role”
4. Enter a name for the new role.
5. Select a Division that the new role is associated with.
6. Click “Save”

Division

Divisions are the different categories of operations that your organisation undertakes, for example, ‘Engineering’, ‘Administration’, etc.

Role Description

A file such as a Word document can be uploaded containing the role description.

To upload a role description:

1. Click “ORGANISATION”
2. Click “Roles”
3. Select an existing role.
4. Click “Role Description”
5. Click “UPLOAD FILE”
6. Click “Browse” and choose the file you want to upload.
7. Click “Save”

Required Competencies

Selecting Required Competencies will create jobs for the user in the staff matrix to ensure they are completed.

To add a required competency:

1. Click “ORGANISATION”
2. Click “Roles”
3. Select an existing role.
4. Click “Required Competencies”
5. Choose a skill category.
6. Choose a competency skill.
7. Choose a skill level.
8. Click “Save”