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Manage Roles and Positions — Overview and Navigation

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Assign Responsibles (also called Manage Roles and Positions) is the HR application for managing two types of career records for each member of the organization:

  • Career Frameworks — the formal job classification (e.g. a role code like DIR or FUN) that defines a person's grade within a given structure.
  • Role Assignments — specific formal appointments such as head of unit, process owner, or any other named responsibility, backed by a signed document.

The three modes

When you open the application without a personal code in the URL, you see a landing page with three options:

Mode What it does Who sees it
Individual Management Search for a person and manage their career frameworks and role assignments. Anyone with the assign_responsibles permission.
Reports Four compliance dashboards: members without a framework, structures without a formalized role, structures with an expired role, and members with a framework but no structure. Anyone with the assign_responsibles permission.
Configuration Manage the list of career framework codes (acronyms and descriptions) available for assignment. Founder or users with assign_responsibles_config.

In Individual Management mode, use the search form to find a user. You can filter by structure, personal code, last name, first name, or tax code. At least one field must be filled before submitting. Results are capped at 100 rows.

Click on a personal code in the results table to open that person's full career record.

From any person's record in Assign Responsibles, you can navigate directly to:

  • Staff Career Records — full career history (if you have permission).
  • Manage Memberships — change the person's referral structure (if you have permission).

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