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Edit Role History in a User's Profile

Summary

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

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: Edit Role History

Before you begin

  • Ensure you have the required permissions to edit Role History.
  • Only Managers with the correct permissions can edit 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. Edit Role History

  1. Click Edit Role History to open the form.
  2. The Role History section will show the following fields:
    • Effective Date
    • Job Title
    • Department
    • Location
    • Change Type
  3. Fill in or update all the mandatory fields for the Role History entry.
  4. You can edit multiple Role History entries by repeating the process for each entry.
  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 edit Role History in Plumm?

Managers with the correct permissions can edit Role History.
 

2 .What fields are required when editing Role History?

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

3. Can I edit multiple Role History entries?

 Yes, you can edit multiple Role History entries by clicking Edit Role History for each and updating the necessary fields.
 
 

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.