Linking People to Roles and Org Units

To view the list of People that are in a particular Role / Org Unit / Employment Type / Tag:

From the drop-down People menu, select the option you would like to view.

From the list of Roles / Org Units / Employment Types / Tags, click on the Unique ID of the one you would like to view.

In the Extended Information section of the page, you can view the list of people in that Role / Org Unit / Employment Type / Tag.

To add or remove people to a Role or Org Unit: (This method is most useful when you are adding multiple people to one Role / Org Unit)

Note: People cannot be added later to an Employment Type, as this must be chosen when creating the Person, and only one Employment Type can be applied to each Person. It can be changed however, using the edit icon on the Person's individual page.

• Use the add icon to link / add an additional Person to the Role / Org Unit.
• Use the bin icon to unlink / remove the Person from that Role / Org Unit. **Note: You will not be able to remove a person if this is the only Org Unit that they are in.

To add or remove a Role / Org unit from a Person: (This method is most useful when adding multiple Roles / Org Units to one Person)

First, navigate to the list of People using the People tab at the top of the page.

Then select the Unique ID of the Person to navigate to their individual page.

In the Extended Information section of the Person's page, there will be a tab for Org Units and a tab for Roles.

In either of these tabs, you can:

• Use the add icon to link / add an additional Role / Org Unit.
• Use the bin icon to unlink / remove a Role / Org Unit. **Note: You will not be able to remove a Role or Org Unit if this is the only one that the Person is in.

v  Click here to learn how to link People and Tags