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Managing a Role in HRM

This guide provides a clear process for creating, editing and deleting a new role in the Human Resource Management (HRM) system.

ℹ️The following permissions are needed there:
Manage roles
Assign permissions

Creating a New Role in HRM

  1. Navigate to the Roles and Permissions Page: Start by going to the “Roles and Permissions” section in the sidebar.
  2. Ensure You’re on the Roles Tab: Make sure the “Roles” tab is selected so you can view and manage roles.
  3. Click “Create New Role”: Click the “Create New Role” button. A modal window will appear, allowing you to enter details for the new role.
Managing a Role in HRM-1
  1. Fill in Role Details:
    1. Role Name: Enter the name of the new role.
    2. Description: Add a description that outlines the responsibilities and purpose of the role, helping other users understand its function.
Managing a Role in HRM-2
  1. Create the Role:
    1. Review the details you’ve entered.
    2. If all fields are correctly filled in, the “Create” button will become active. Click “Create” to finalize the role creation.
  2. Verify Role Creation: The list is sorted in alphabetical order. The newly added role will appear in the list in alphabetical order on the Roles tab.

Updating a Role in HRM

  1. Navigate to the Roles and Permissions Page: Start by going to the “Roles and Permissions” section in the sidebar.
  2. Ensure You’re on the Roles Tab: Make sure the “Roles” tab is selected so you can view and manage roles.
  3. Find the Role: Locate the Role that you want to update.
  4. Click “Edit”: Click the “Edit” button. A modal window will appear, allowing you to update details for the role.
  5. Modify Field Values: Update the necessary fields with the new information.
  6. Save Changes: Click “Save” to apply and save the changes.

Deleting a Role

  1. Go to the Roles Management Page: Navigate to the Roles and Permissions section in the sidebar.
  2. Find the Role: Locate the Role that you want to update.
  3. Click on the Delete button
  4. Confirm Deletion: Confirm the deletion to permanently remove the role from the HRM system.