Role management

Last updated on March 30, 2023

In this module, you can manage employees’ roles at PAC functionality.

View shows list of Employees who has roles at current Legal Entity (Employee could be at current Legal Entity or at Consolidation group for current Legal Entity).

Click on the row with Employee you can see all Roles with active dates for this Employee

Search Employee

You can search Employee by name or reference id at the Search field

Filtering

You can filter list of Employees by:

Legal Entity at Consolidation group
Role or group of Roles

Add role to a new Employee

For adding a Role to a new Employee:

push Add button –
System will show dialog for search an Employee

You can scroll list or search Employee by name or Reference number

Choose Employee and push Add button
System will show popup view with chosen Employee and Roles for him
To select needed role switch toggle near Role name

System will add Start date automatically as a current date
If End date required – please choose needed date at the End date field
After push Save button Roles will be given to Employee and Employee will appear at main Role manage view

Edit Roles on Employee

Click on Employee row at main Role management view
System shows popup view with roles on selected Employee
Switch toggle on active Roles thats need to be revoked
Push Save button
System will show approve dialog
Push Update button
System will put yesterday date as End for this Role for Employee, Role became inactive