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Self Managed
Roles and Positions
How do I view my roles and their tasks?
Click on your Profile, located under your photo in the top right-hand corner Un
How do I view all roles in my organisation?
From the side panel menu, under Organisation Design, click on "Roles" All Roles
How do I allocate a role to a person?
We have a few ways of allocating a role. Option 1 From the person's profile, cl
How do I create a new role?
From the side panel menu, under Organisation, click on Roles. Select "Create Ne
How do I set up a new Role?
The "Potential Employee" Role is not automatically in the ADAPT Platform. It need
How do I end a role associated with a person?
From the Configuration cog, click on "Manage People" Find the employee and hover
How do I deactivate a role?
Navigate to the Organisation tab, and under Organisation Design, click on Roles
How do I re-allocate people to a role?
When you archive a Role it also ends all Role Connections with people. Take the f
How do I reactivate a deactivated role?
From the Organisation tab, navigate to Organisation Design and then click on Role
How do I update someone's position title?
From the Configuration cog, select "Manage People" Find the employee you wish to