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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 User's Profile
  •  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. Navigate to the User's Profile section.
  3. In the Job Information section, click on the three dots on the right-hand side.

Step 2. Add Role History

  1. In the Job Information section, click on the three dots on the right-hand side again and select Add Role History.
  2. The Role History section contains mandatory fields, including:
    • Effective Date
    • Job Title
    • Department
    • Location
    • Change Type
  3. Fill in all the mandatory fields and click Save to add the Role History.
  4. You can add more than one Role History entry by clicking Add Role History and entering the relevant details.
  5. 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.
  6. 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.
 
 
This article covers how admins can add Role History in a user’s profile, focusing on the mandatory fields, making roles active or inactive, and the permissions required.