Vergleichsreport

Start

To add a role (supervisor, staff) to a person or a group, please select Roles in the menu tree under Administration.

This will take you to an overview of the available roles.

Select the desired role by clicking on it. In the following view it is now possible to add new role owners (persons, groups) by clicking on New role ownerRole holder assignment or to delete / edit existing role owners.

• Assigning new role owner
• Deleting/deleting role owner

Assigning new role owner

holders

• Assigning a new role holder
• Editing or deleting a role holder

Assigning a new role holder

The following input mask opens:

The parameters are explained as follows:

Step 1: Select competence target

• Person - means that the selected role owner (step 2) performs the selected role (supervisor) for the selected person.
• Group - means that the selected role owner (step 2) performs the selected role (supervisor) for the selected group.
• Client - means that the selected role owner (step 2) exercises the selected role (supervisor) for the whole client (the whole company).

Step 2: Select role ownerholder

Person - means that the selected person performs the role (supervisor) for the selected competence target (person, group or client).
Group - means that the selected group (and thus ALL persons belonging to this group) performs the selected role (supervisor) for the selected competence target (person, group, client).

Step 3: Set optional parameters

• Valid from - defines FROM when the selected role assignment is valid.
• Valid until - defines UNTIL which time the selected role assignment is valid.
• Ranking - defines whether the selected role owner performs the role as the main person in charge (=1), as the deputy (=2), as the deputy of the deputy (=3), and so on. The same ranking number can be assigned to several persons!

If the parameters are not specified in step 3, they will be assigned the default values:

• Valid from - current date
• Valid till - unlimited (01.01.3000)
• Ranking - 1 (main)

Clicking Save will apply the selected settings.

Beispiel 1

Example 1

A person is to be added as a group manager. The assignment is to be valid from now until indefinitely and the person is to exercise this role with primary responsibility (=1) ausüben.

• Kompetenzziel Competence target: Gruppe, Gruppe auswählen
• Rolleninhaber: Person, Person auswählen

und speichern.

Beispiel 2

In diesem Beispiel wird der Gruppe PP-Management (Rolleninhaber) eine Rolle für den gesamten Mandanten (die Firma Personalwolke Prof) zugewiesen. Diese Zuweisung macht vor allem für die Rolle Personal Sinn, da auf diese Art und Weise zum Beispiel der Gruppe Personalabteilung die Rolle Personal zugewiesen werden kann.

Beispiel 3

In diesem Beispiel wird die Person Susanne Sonne (Rolleninhaber) der Gruppe SuW-PLinz als Vorgesetzte in der Zeit von 01.01.2023 bis 31.03.2023 als Stellvertreterin (Reihung 2) zugewiesen,

Rolleninhaber löschen / editieren

Nach der Auswahl der Rolle, kann in der Übersicht der Rolleninhaber die Rollenzuweisung bearbeitet  / gelöscht  werden. Kompetenzziel beschreibt, für welche Person, Gruppe, Mandant der Rolleninhaber verantwortlich ist. Zusätzlich sind hier auch noch Informationen zur gewählten Gültigkeitsdauer und der Reihung ersichtlich.

Zusätzliche Informationen

Beispiel 3 stellt den wahrscheinlich häufigsten Anwendungsfall dar (eine Person soll einer Gruppe als Rolleninhaber zugewiesen werden). Wichtig zu wissen ist auch, dass die Zuweisung einer Person stärker ist als die Zuweisung einer Gruppe, die wiederum stärker ist als die Zuweisung eines Mandanten.

Einen Überblick über die Inhaber von  Rollen mit Verantwortung (Vorgesetzter, Personal, Reisekostenprüfung) bietet Ihnen auch die Mitarbeiterliste (Administration/Personen): hier sind jene Mitarbeiter, auf die dies zutrifft durch einen farbigen Button extra gekennzeichnet, siehe nachfolgendes Bild.

Weitere Informationen zu Rollen finden Sie unter Rollen.

• Group, select group
• Role holder: Person, select person

Click on Save when finished!

Example 2

In this example, the group SuW-Personal (role holder) is assigned a role for the entire client (the company Sonne und Wind GmbH, SuW). This assignment makes sense especially for the role Personnel, because in this way, for example, the group Human Resources can be assigned the role Personnel.

Example 3

In this example, the person Elsner Elisabeth (role holder) is assigned to the group SuW-FuW as manager in the period from 01.11.2023 to 31.05.2024 as fist in ranking.

Editing or deleting a role holder

After selecting the role, the role assignment can be edited  / deleted in the role holder overview. The competence target describes for which person, group, client the role holder is responsible. In addition, information about the selected validity period and the sequence can be seen here.

Additional information

Example 3 represents probably the most common use case (a person is to be assigned to a group as a role owner). It is also important to know that the assignment of a person is stronger than the assignment of a group, which in turn is stronger than the assignment of a client.

An overview of the holders of roles with responsibilities (supervisor, personnel, travel expenses check) is also provided in the list of employees (Administration/People): here, those employees to whom this applies are specially marked by a  badge /colored button, see the following image

For more information on roles, see chapter "Roles"!