Updating Candidacy for Working Roles
Candidates must be setup for the build to auto-assign staff in the roles.
Go to Setup > Role setup > Role list
Click on the role needing candidate update.
Click on Candidates to expand the options.
Click on the edit icon to the left of the staff needing updated.
Adjust the equity goals, update effective or expiration date as needed.
Update days of the week as needed.
Click on green check mark to save.
Go to Setup > Role setup > Role list
Click on the role needing candidate update.
Click on Candidates to expand the options.
Click on the edit icon to the left of the staff needing updated.
Adjust the equity goals, update effective or expiration date as needed.
Update days of the week as needed.
Click on green check mark to save.