Assigning functional roles to employees

After the functional roles are created in the classification hierarchy, you can assign a functional role to an employee record. By assigning a functional role to a resource, you can allocate resources to spaces that they are entitled to.

Before you begin

Specify the range of functional roles in the classification hierarchy for roles.

Procedure

  1. Select Portfolio > People > Employees.
  2. Select an employee record.
    If you cannot modify the record, revise the record.
  3. In the Functional Role field, select the role that you want to assign.
  4. Activate the record.

What to do next

Create the space standard specification.