Interactive Tutorial
** Best experienced in Full Screen (click the icon in the top right corner before you begin) **
1. Go to the projects tab.
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2. Go to Projects dashboard and click on a Project name. If you haven't created a project yet please refer to this link to create one. There 3 ways a role can be added:
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3. Option 1: If there are no existing roles the role template will appear.
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4. Option 2: If roles currently exist in the project you can add more roles in the following ways:
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5. Click the ellipsis. Select Add project role to create role.
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6. Option 3: Select View all roles.
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7. Click the ellipsis and select Add Project Role.
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8. Type in the name of Classification and select from the result shown below. These are governed by MyPass and are designed to be general and broad to allow for worker matching.
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9. Select the name of the Role as you define it or recognise the role to be.
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10. Enter your reference if available.
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11. Enter a Description of the role.
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12. Project Start Date (Optional Feature) This is set when you create the project. When this is set the roles start and end dates will have to be set within the project dates.
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13. Role start date: This is the date the engagement is expected to start. While you can set the overall role date, you can also amend the individual personnel's start and end dates.
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14. You can elect to specify a project end date. It is recommended to add the end date to ensure a more accurate calculation of the personnel compliance requirements.
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15. Select the quantity of personnel required.
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16. When adding the Role requirements you can add either choose from the following options: 1. Add requirements from the existing Matrix. 2. Manually add requirements.
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17. To add requirements from the existing Matrix, type in the role/position in the 'Positions' field and select the role from the relevant Matrix in the results.
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18. You have your mandatory requirements which the worker will be measured against.
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19. You have your desired requirements. These will not be used in the calculation.
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20. Add requirements by clicking on the Add Additional Requirement link.
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21. Adding Single Certifications: Type in the ticket name in the Certification field and select the relevant qualification from the results. Then, click Next.
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22. Recruitment Requirements: These are the requirements used in the Matches calculation/ranking. The idea is that these are the requirements for sourcing the individual or pre mobilisation requirements. They are visible in all the buckets.
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23. Compliance Requirements: These are the requirements used in the rest of the Compliance calculations. The idea is that these are the requirements that the individual needs in order to be deployed and remain compliant with the role.
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24. Its is advisable to select both.
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25. Click Mandatory or Desired.
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26. Click Validity Period (optional) This will govern the expirations of your certificates. Selecting this will override and pre existing expiration dates on the certificates.
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27. Click Save.
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28. This has been added and can be deleted if not required. Adding an additional requirement does not affect the Matrix, only the role it is found in.
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29. Click Save.
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30. That's it. You've now created a role.
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