Assigning Organisational Roles to an Employee

Setting all organisational roles a user belongs to, starting from the user — the way to go when onboarding a new employee.

Here, the assignment starts from the user: you select a Bpanda user and set all organisational roles for them at once. This is the way to go when you are classifying an individual person — for example when onboarding a new employee. By default, the page only shows the users who are already assigned to an organisational role.

Prerequisites

You meet the prerequisites from Managing Employees.

You are on the Organisation page.

Context

It is the same assignment that you can also set on the page of an organisational role — see Selecting Employees to Execute a Role.

Employees and their assignment to organisational roles are managed in the Employees section on the Assigned Organisational Roles page.

You can assign users to the existing organisational roles.

The Role Type and Organisational Role filters are only offered if there are several role types.

How to Proceed

To display the Assigned Organisational Roles page, click on the entry of the same name in the Employees section.

By default, the users who are assigned to an organisational role are displayed.
To display unassigned users, click on the filter symbol and deactivate the Only show assigned selection field.

All users are displayed, spread over several pages if applicable.
To edit a user’s assignments, hover over their row and click on the framed person symbol at the right-hand end of the row. It only appears when the mouse pointer is over the row. The person symbol to the left of the name, by contrast, is the user’s profile picture — it shows a placeholder as long as none has been stored, and cannot be clicked.

The Select organisational role for dialogue appears.
To restrict the selectable roles in the dialogue, click on the filter symbol for the Role Type filter or for the Organisational Role filter and activate the corresponding selection fields.

The entries are restricted accordingly.
To assign a role to the user, activate its selection field.
To confirm the details, click on OK.

The assigned roles are updated for the user.