My Docs
Docs
My Docs

Org Roles

Org Roles describe the positions or role types used in the organisation. A role can carry reporting relationships, required skills, qualifications, tasks, and performance indicators.

Concepts

FieldMeaning
RoleA defined position or work responsibility in the organisation.
Parent/Child RolesRelationships used to build reporting structures.
Role SkillsSkills expected for the role.
QualificationsEducation or certification requirements for the role.
TasksCommon responsibilities attached to the role.
KPIsMeasures used to assess role performance.
Screenshot: Org Roles list view

How To Maintain an Org Role

  1. Go to HCM -> Setup -> Org Roles.
  2. Search for an existing role or click New.
  3. Enter the role’s core details.
  4. Save the role.
  5. Use the role sub-lists to add child roles, skills, qualifications, tasks, and KPIs where required.
  6. Review the role before using it in organograms or staff position records.
Screenshot: Org Role view showing child roles, skills, qualifications, tasks, and KPIs
Prev
Organograms
Next
Staff Groups