Get your users set up for success by creating job roles that automatically assign the right training and place them accurately in compliance reports. Follow these quick steps to add and configure a new job role for your organisation.
⚠️Important: You'll need access to the Admin Tool and certain permissions to create a new position and include it in various areas of the system. If you need access, raise a new support case.
Create the new position
Sign in to the Admin Tool.
Click Employees.
Click Add.
Tick Virtual.
Fill in the user details:
First name: Type in Virtual.
Surname: Type in the description of the new job role position.
Position: Type in the new job role position.
Click Save.
Update the positions drop-down list
Raise a new support case so we can action this for you.
Update course allocation and report user groups
User groups are collections of job role positions that determine which courses are assigned and which reports users appear in. To make sure your new job role is included where it needs to be, follow the steps below to add it to the right user groups.
Sign in to Admin Tool.
Click User Groups.
Locate the user group, then select it.
In the Include section, select + within the include filters for positions, sites, divisions, and roles as required.
Select the position you want to include, then click OK.
Click Save Inclusions.
Update site hierarchy rules
If the new position needs to oversee other staff in the site hierarchy, you'll need to build it into the site hierarchy rules.