Who is this article for?

Administrators who want to learn how to use default roles and report from the roles page.

Administrator permissions are required.

Default roles serve as pre-configured templates within the training management system, providing a foundation for common job functions and their associated competencies across an organisation. This article explores the concept of default roles and delves into the robust reporting features available from the roles page, offering insights into how these tools can streamline role management and provide valuable data on role-based training progress and compliance.

1. Default roles

Video: Default Roles

Default roles specify which (if any) roles are to be automatically added to any new users added to Lucidity HR. Since users can be classified as an employee, casual or subcontractor, there is the ability to specify separately which roles are automatically added for each classification of user.

Note: The role first needs to be created as a standard role initially and then assigned default role status.

To create or edit default roles, from the Default Roles page:

1. The list of currently saved default roles is displayed, indicating which apply to each type of user.

2. Click Add New to add a new default role and populate the relevant options.

3. Click Save when complete.
4. Existing default roles can be edited by clicking the edit button.
5. Existing default roles can be deleted by clicking the Actions then Delete button.

2. Reporting from the roles page

To generate a report for a specific group of roles, from the Roles tab:

1. Click Show Filters.
2. Select the relevant filters.
3. Click Filter.
4. All results will be displayed at the bottom of the screen.
5. Click Excel Export to generate this report into Excel.

3. Further reading

• Generating Competency reports
• Editing and deleting Competency records
• Configuring Competency settings