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A Role Description can be produced with a number of variations and options. A Role
Description report can be used to view all or some of the details of a role and
is easy for managers to print and review in one simple easy to follow report. There
are 3 main types of Role Descriptions that can be generated; from the Report Manager,
the Role Manager and the Recruitment Manager.
Below are instructions and information about the different Role Description reports
generated in HRmonise.
1. Report Manager
1. Selected the radio button and parameters to:
a. Produce all Role Descriptions; OR select the various
options:
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The above will produce the Role Description report for all roles in the organization.
b. Restrict Report Items
i. Department – prints the role descriptions
for all roles in a specified department
ii. Role Title – prints only the specified role
iii. Employee – prints the role description for
the specified employee
iv. Location – prints all roles in a specified
location
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This shows the report with one restricted item, printing the report by Role Title.
2. Select required optional inclusion:
a. Information about the incumbents – includes the name and
appointment date of the position holder. See image below, with the filters selected
for the report on the left and the details of the role on the right.
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b. The Performance Criteria -The performance criteria applicable
to the role. Other optional performance inclusions are:
i. Qualifiers
ii. Weightings
iii. Numerical performance targets set for the
current period
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Selecting the above filters will print the performance details of the role as follows:
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c. Section to certify the role description - A section for
the employee and manager to sign and verify the role description.
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The results of the selected filters can be seen below, where there is a section
to certify the role description report.
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3. Click Generate Report to open the preview screen. (details on exporting
and saving a report can be found in our Issue 12 of the monthly How To’s)
4. Close the preview screen to return to the Report Manager Window.
2. Role Manager
A Role description for a specific role can also be generated from the Role Manager
window.
In the Role Manager:
1. Select a role
2. The role opens up in edit screen
3. On the top menu, locate the “View Desc.” button.
4. Clicking on this will generate the Role Description for the role.
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Note: when a Role Description is generated from the Role Manager,
it includes the role’s details, performance details, key outcomes, primary objective
of role, attributes, qualifications, the performance criteria, etc. It does not
print out the incumbent details and the section to certify role description.
3. Recruitment Manager
Another variation of a Role Description can be obtained from the Recruitment
Manager. This is the Role Description that is generated for a specific vacancy.
This Role Description is designed to give applicants information about the role
vacancy. It is very similar to the Role Description from the Role Manager.
In this report you can include information about the Company and other extra or
additional information that will assist applicants determine if this is the right
position for them.
Details on how to apply and closing dates are also appended to the end of the role
description.
This version of the Role Description does not include the reports to or departmental
information.
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Note: Additional help on this and other topics can be obtained
by logging into HRmonise and clicking Help from the menu.
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