Create a new responsibility – for employees and jobs

You can create responsibilities in Umantis Employee Management in order to better represent relationships among employees.

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 role with job profile access) relative to the employee(s) in question.

You can create responsibilities for:

• Employee

In the 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 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.

Responsibilities are presented in a 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(s) as long as the responsible person's job, selected earlier, remains active.

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.).
  
• 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

Click on "Create responsibility" to create the responsibility. In the "Other responsibilities" section of the 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:

- Scope of responsibility: Responsibility for employee, independent of job

- Scope of responsibility: Responsibility for this job

- the created responsibility provides access rights

The created responsibilities cannot be represented in the org chart.

Importing responsibilities

To import responsibilities, use the appropriate 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 employee jobs import.

Related topics

• Job profile (employee management)
• Employee file