Defining roles

1. Select the Roles tab.

1. On the Roles Home page, select New

   Sage People displays the New Role dialog:

   

2. Complete the fields as follows:

   Field	What to enter
   Role Name	Text, up to 80 characters. The name you want to use for this assistant role. Choose a name providing a generic summary of the role rather than specific to an individual - the role can be mapped to multiple people. For example, C-Level Time Off Assistant.
   Description	Text, up to 255 characters. A short description of the role to ease identification when your organization has multiple roles defined.

3. Select:

   • Save

     To save the Role and move on to select processes and assignments. Sage People displays the Role Details page:

     

     Continue to add processes.

   • Save & New

     To save the Role and define another. You can select processes and assignments later. Repeat from step 3.

   • Cancel

     To discard your changes and return to the Roles Home page.