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Add Role History in a User's Profile

Summary

This article explains how to add Role History in a user’s profile on Plumm. It covers the permissions required for admins and the mandatory fields to be filled in the Role History section.


In this article

  • Before you begin
  • Step 1: Log in and navigate to 9 dot menu then click on Core, and click on My People under People section. Then click on a user's name, and from there, you can go to the Team/People Profile section.
  • Step 2: Add Role History
  • Frequently Asked Questions (FAQ)

Before you begin

  • Ensure you have the required permissions to add Role History.
  • Only admins with the correct permissions can add Role History.

Step 1.Log in and navigate to User's Profile

    1. Log in to Plumm using a valid user account.
    2. Click on the 9-dot menu at the top left corner of your dashboard.
    3. Select Core from the menu.
    4. Under the People section, click on My People.
    5. Click on a user's name, and from there, you can go to the Team/People Profile section.
    In the Job Information section, click on the three dots on the right-hand side.

    Step 2. Add Role History

    In the Job Information section, click on the three dots on the right-hand side again and select Add Role History.
    The Role History section contains mandatory fields, including:
    • Effective Date
    • Job Title
    • Department
    • Location
    • Change Type
    Fill in all the mandatory fields and click Save to add the Role History.
    You can add more than one Role History entry by clicking Add Role History and entering the relevant details.
    For each Role History entry, you can make the role Active or Inactive depending on the current job title by clicking Make Active or Make Inactive.
    If you wish to delete any Role History entry, click the Delete button next to it.

    Frequently Asked Questions (FAQ)

    1. Who can add Role History in Plumm?

     Admins with the correct permissions can add Role History.
     

    2 .   What fields are required when adding Role History?

     The mandatory fields for adding Role History include:
    • Effective Date
    • Job Title
    • Department
    • Location
    • Change Type

    3. Can I add multiple Role History entries?

    Yes, you can add more than one Role History entry by clicking Add Role History and entering the relevant
    details.
     
     

    4. Can I make a Role History entry active or inactive?

    Yes, you can set a Role History entry as Active or Inactive based on the current job title by clicking Make
    Active or Make Inactive.
     
     

    5. Can I delete a Role History entry?

    Yes, you can delete any Role History entry by clicking the Delete button next to the entry.