Customising additional roles

Customising additional roles

Staff can be assigned Additional Roles on their staff profile to indicate what responsibilities they might have in addition to their usual roles. You can create and customise these roles in Global Settings.

Creating an additional role
  1. In the top right, click on  > Global Settings.
  2. Click on HR in the sidebar.
  3. Go to Roles/Q&T > Additional Roles. 
  4. Click the  icon in the top right to add a new role.
  5. Type in a Name for the role.
  6. Click Update.
Linking training courses
As with Job Titles, you can link mandatory and optional training courses to Additional Roles. When a staff member is allocated an Additional Role, the linked Mandatory training courses are also automatically assigned. 
  1. On the Roles/Q&T screen, click on the  icon next to the role you want to edit. 
  2. In the Training Courses section, click on the  icon to link a new course to this role.
  3. In the pop-up, select the Course from the drop-down menu.
  4. Select the Level of the course from the menu.
  5. Check the box next to Mandatory if you want this to be a required course, in which case the course will be automatically added to the staff member's list of training courses on their profile. Leaving the box unchecked will mark the course as Optional.
  6. Click Save.

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