In this area, the assignment of the person to different roles is historized. It is possible to assign more than one role per validity period.

Neuer Text -ACHTUNG: Rollenbezeichnungen anpassen! 

The feature Role in HR-Expert provides a documentation of the functions of an employee and the competences connected with this functions, e.g. unit director: permission of vacation requests, personnel administration: processing sick leave reports.

HR-Expert standardizly offers two roles to assigne to employees or groups of employees: 

director: this role provides advanced competences to approve or declain certain requests of employees concerning vacation, day offs, legal time off for medical issues etc.

personnel administration: supporting evaluations and creations of reports concerning certain topics, e.g. bank accounts, sick days, vacations or other statistics to other subjects

HR Experts offers the option of linking more than one role to an employee if necessary to visualize a persons responsibility and tasks. 

A role describes a specific function within a company (supervisor, HR).
A role in HR-Expert is used to assign specific functions in the workflow process (e.g., supervisor: approval of vacation requests; HR: reviewing sick notes).

In the Personalwolke there are two predefined roles that can be assigned to individual persons or groups:

• Supervisor
  As the name suggests, this role is used to grant a person or group certain extended rights to approve or reject requests submitted by employees (vacation, doctor's visit, time off in lieu, etc.).
• HR
  This role helps with the analysis of employees. Various analyses can be created on different topics (accounts, sick leave days, vacations, statistics, attendance, etc.)

In principle, it is also possible to assign several roles to one person if this is necessary to represent their responsibilities and tasks.

Important: Please observe Time limitation and historization, so that you achieve the intended effectiveness and historization!

Evaluations refering to roles require an intemediat step: all employees who own the same role have to be merged to lot groups (e.g. lot group of directors). So an evaluation of roles can be done by using the filter of lot groups for creating the report. 

Here you find information to the topic of  lot groups and to the topic of reports.  HYPERLINKS SETZEN

Recommendation: If you presume requirements of reports based on roles, merge every employee to a fitting lot group a soon as you add a role to his profile.  Note: If you require further roles for the presentation of your company in Personalwolke just ask our experts for generating further individual roles.  In contrast to organizational structures (organizational units, permission groups), a role is not reportable. This means that no information functions of a role can be taken into account when querying information.
If you still want to create reports filtered by roles, it is recommended to combine the role holders in a permission group. For example, all persons with managerial duties can be added to a permission group "Supervisors".

Note:
If you need additional roles for the specific recording of your personnel structure, please contact our setup experts.