Adding employee roles / Assigning courses to roles

Introduction to employee roles

• Employee roles can be set up by employers or by training providers.
• Each role can have one or more linked courses which then form the basic training requirement for anyone in that role.
• When an employee is allocated a specific role the required training courses are automatically added to their training and qualifications requirements.
• Clients in receipt of training from outside agencies can access roles and training requirements established by the training agency in addition to any roles that they establish themselves

Adding a pre-defined employee role (client admin)

Start on the Client preferences card (from the main start screen click Home then confirm Client home, then click the Preferences button).

Select the employee roles tab, then click the New button.

Adding a pre-defined role (training provider)

Start on the provider preferences card (from the main start screen click Home then confirm Provider home, then click the Preferences button).

Select the employee roles tab, then click the New button.

The employee role creation dialogue (categorised)

Flow360 has the Standard Occupational Classification built in. Either select the appropriate role from this classification or define your own role by entering the name of the role in the role name field.

Click Confirm to add the role.

The employee role creation dialog (simple description)

If you do not wish or require to use the standard occupatopnal classification, simply enter the role name. Click Confirm to continue.

The Employee Role card

On the role card you can specify the number of supervisions and appraisals required per annum for this role and you can link the courses that will form the basic training requirement for the role.

Set the number of supervisions and appraisals in the appropriate fields.

To add required courses click the Attach button on the required courses tab.

Select courses

Zoom

On the full courses list, click the target button for each course that you wish to ad as a required course for the role.
Click Confirm button to finish.

Course added to training requirement for role

Any selected courses will be added to the training requirement for the role and will be automatically added to the training and qualifications list for any employee who is subsequently given that role.

NOTE: If you change the training requirement for a role, employees already in that role will NOT have their training requirements altered. If you need to add specific courses to the training requirement of employees already in the role you will need to do so manually.