Add Role History in a User's Profile

Summary

In this article

• Before you begin
• Step 1: Log in and navigate to 9-dot menu → Core → My People → select user → Team/People Profile
• Step 2: Add Role History
•  Frequently Asked Questions (FAQ)

Before you begin

• Ensure you have the required permissions to add Role History.
• Only Managers 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 Manager account or a user account with permission to manage profiles.
2. Click on the 9-dot menu at the top left corner of the dashboard.
3. Select Core from the menu.
4. Under the People section, click on My People.
5. Click on the user’s name to open their profile, which will take you to the Team/People Profile section.
6. In the Job Information section, click on the three dots on the right-hand side.

Step 2. Add Role History

1. Click Add Role History to open the form.
2. Fill in the mandatory fields:
   • Effective Date
   • Job Title
   • Department
   • Location
   • Change Type
3. Once all required fields are completed, click Save to add the Role History.
4. You can add multiple Role History entries by repeating the process.
5. For each Role History entry, you can set the status as Active or Inactive by clicking Make Active or Make Inactive depending on the current job title.
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?

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

3. Can I add multiple Role History entries?