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Adding users to a role offer

Available for Core & Enterprise-2

Once you have created your role offer you can begin to assign Users individually or bulk by using their attribute response or group.

Adding a individual User

1. Click Headcount on the main dashboard

2. Click Role Offers

3. Click View Users

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You will now be able to choose whether you add an individual User or you can select to Add From Viable Users.

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Viable users are users who meet the criteria set in the Role Offer and have been accepted within the functional area. 

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A viable user group can be created either by assigning users by their attribute selection the article Creating A User Group


Bulk adding Users to a Role by attribute response

1. Click Users on the main dashboard

2. Use Filter to show Users with a specific response

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Once the list has been refined the Users shown can be added to your role offer.

3. Click Actions

4. Select Export Users to Role Offer

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5. Add Role Offer and Select All listed Users

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6. Click Export

Once Users have been assigned to published Role Offer it will be available to view on the Portal. In order to provide a notification that a Role Offer has been assigned to a User you will need to Send a communication to the Role Offer Users