Roles per employee

Specify the roles each employee has. The jobs from Profit HR have already been copied to roles, and employees performing these jobs have automatically been assigned the associated roles. If an employee gets a new job, the new job is automatically added to the current roles of the employee from the start date. The old job is moved to the history of the employee's roles.

Assign a role to an employee

An employee's role is shown on the Role tab in the properties of the employee. You can assign a (new) role to an employee, but if you want to assign a role to an employee group, it is easier to do this from the properties of the role.

In addition to the role that is given to an employee based on his or her job, you can add more roles, for example because someone is also a member of the works council or a company emergency response team member.

To assign a role to a group of employees:

1. Go to: HR / Competence management / Role.
2. Open the properties of the role.
3. Go to the tab: Employees.

   Profit shows all employees with the role.

4. Click on: New.
5. Enter the start date and, if applicable, the end date of the role.
6. Click on: Next.
7. Select the check boxes for the employees you want to assign the role to.
8. Click on: Finish.

To view and add roles per employee:

1. Go to: HR / Employee / Employee.
2. Open the properties of the employee.
3. Go to the tab: Role:

   Two views are available:

   • All roles of the employee. This includes the roles the employee has had, currently has and perhaps will have in the future.
   • The current roles of the employee.
4. Click on: New.
5. Select Role based on career if you want to assign a role that was previously assigned on the Career planning tab.
6. Select the required role.
7. Enter the date.
8. The Required by field is completed based on the Career tab. If that tab does not have a value, the field is left blank.
9. The Role acquired by field shows whether the role was created based on the career.
10. Click on: Finish.

Assess an employee based on another role

If an employee has a role based on his or her job, you can specify another role for the assessment. You can only specify a role that is linked to the employee's role. You specify this link in the properties of the role.

To link the role for the assessment:

1. Go to: HR / Employee / Employee.
2. Open the properties of the employee.
3. Go to the tab: Role.
4. Open the properties of the role.
5. Select a different role in Role assessment.
6. Click on: Finish.

Career: assign a future role to an employee

An employee can be linked to one or more different future roles. A future role can be the result of a requirement expressed by the manager, the employee or both. A future role can also be identified using matching. You can define a target date for a future role.

To add a future role:

1. Go to: HR / Employee / Employee.
2. Open the properties of the employee.
3. Go to the tab: Career planning.
4. Click on: New.
5. Select the required role.
6. Enter the date.
7. The Required by field is completed based on the Career tab. If that tab does not have a value, the field is left blank.
8. The Role acquired by field shows whether the role was created based on the career.
9. Click on: Finish.