View source for Create a new responsibility – for employees and jobs


[[Category:Employee management|Employee management]]
[[Category:Access rights in employee management|Access rights in employee management]]
[[de:Neue Verantwortlichkeit erstellen - für Mitarbeiter und Stellen]]
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You can create responsibilities in Umantis [[Employee management|Employee Management]] in order to better represent relationships among employees. 

[[File:info.gif]] If the responsibility for employees that you want to add is intended to include full access to the associated job profiles, the person receiving the responsibility must have the role of Manager (or another [[User roles in the employee management system|role]] with job profile access) relative to the employee(s) in question.

You can create responsibilities for:
* '''Employee'''
: In the [[Job profile|job profile]] of an employee for whom you would like to specify a responsible person, click on "Create new responsibility". 
: Next, in the employee directory, select the person who should be responsible for specific subjects for this employee. To do this, click on "Create responsibility" in the overview table. 
: Now go through the steps in the following section ("Create new responsibility").

* '''Jobs'''
: In the [[Job profile|job profile]] of a job for which you would like to specify a responsible person, click on "Create new responsibility". 
: Next, in the employee directory, select the person who should be responsible for specific subjects for this job. To do this, click on "Create responsibility" in the overview table.
: Now go through the steps in the following section ("Create new responsibility").

==Create new responsibility==

In the “''Employee name / Position title'' '''— Create new responsibility'''” view, select the required details for the new responsibility:
* '''Responsibility:''' 
: Specify the responsibility. For employees, these can include: confidant, mentor, trainer, etc. For jobs, the functions assigned might include specialist in charge, budget planning etc.
: [[File:info.gif]] Responsibilities are presented in a [[Selection lists|selection list]] that you can customize according to your needs.
* '''Description:'''
: A description of the responsibility can be entered here. 
* '''Scope of responsibility*'''
:* Responsibility for this job
:* Responsibility for employee, independent of job
* '''Grant access'''
: If you check this box, then the responsible person will have access to the employee's [[Job profile|job profile(s)]] as long as the responsible person's job, selected earlier, remains active.

[[File:info.gif]] '''Notes:'''
:* Please note that upon receiving access to the employee, the responsible person will (in accordance with module permissions) automatically be able to see '''all''' the employee's jobs, including historized jobs and jobs from other organizational units. The employee will be listed as a direct subordinate of the responsible person (in search links on the home page, diagrams etc.).<br> 
:* When a direct subordinate’s job is historized, the responsible person will continue to see the historized job and all of the person’s (event) registrations for a specified transitional period (configurable under ''/Administration/ModulAccess/Miscellaneous'', with a default period of 90 days). After this period expires, the historized job and its associated registrations will no longer be displayed. See also [[Modules & Accesses#Other settings|Modules & Accesses]]

Click on "Create responsibility" to create the responsibility. In the "Other responsibilities" section of the [[Job profile|job profile]] for the job or employee, you will then see a table listing all of the relationships/responsibilities that have been created. 

The table also includes icons that describe each of the responsibilities created: 
: [[File:RespType_AllPos.gif]] - Scope of responsibility: Responsibility '''for employee''', independent of job
: [[File:RespType_OnlyPos.gif]] - Scope of responsibility: Responsibility '''for this job'''
: [[File:Unlock_Zugriff.gif]] - the created responsibility '''provides access rights'''

[[File:info.gif]] The created responsibilities cannot be represented in the [[Organigram|org chart]].

==Importing responsibilities==
To import responsibilities, use the appropriate [[Imports#Import templates (Employee Management)|import template]] for importing employees and jobs. Fill the template out with the variables relating to responsibilities, which are listed in the table for the [[Description Employee-Jobs Import|employee jobs import]].

==Related topics==
*[[Job profile (employee management)|Job profile (employee management)]]
*[[Employee file|Employee file]]