Some users need unrestricted access to view all members and groups, regardless of the organizational structure or hierarchy. This requirement is crucial for organizations looking to ensure top-down visibility and centralized reporting. To help you with this, and Admin can add a custom role with specific permissions.
Navigation: UKG Pro Learning > Admin > Team Members > Set Up Organization > Roles
The default system roles are available for you to review each permission set.
Add Custom Roles
- Select Add role.
- Enter the name of the new role.
- Select Save.
- Select any permissions that apply from those available to select.
- Select Save.
Note:
To see why a permission is unavailable, hover over its information icon.
Manage Roles
Navigation: UKG Pro Learning > Admin > Team Members > Manage Team Members
- Review which role each individual has been assigned, if any. A Custom Role column is available along with the System Roles.
- Select Edit Roles to assign an individual to any available role. A pop-up window opens.
- Select the desired role(s).
- Select Save,
Hover over the check mark in the Custom Role column to review the individual's custom role(s).
Add Members with Custom Roles
Custom roles appear both when manually adding members and when using the spreadsheet template.
Sort by Role
Use the Choose roles drop-down menu to sort members by role.
Note:
When a custom role is removed, any rules set up by members while in that role will be transferred to the admin.