This guide explains how to record details for employees designated as a senior manager under SMCR.
Contents
- How to record your senior manager functions
- How to record your senior manager responsibilities
- How to attach responsibilities to functions
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How to record your senior manager functions
- Go to Employee Checks & Compliance > SMCR > SMCR Configuration > Senior Management Functions
- Click on Insert New Record
- Enter the SMF and Name (and Description if required)
- Click Update
How to record your senior manager responsibilities
- Go to Employee Checks & Compliance > SMCR > SMCR Configuration > Senior Management Responsibilities
- Click on Insert New Record
- Enter the Ref, Name and Type of the Responsibility
- Click Update
How to attach responsibilities to functions
- Go to Employee Checks & Compliance > SMCR > SMCR Configuration > Senior Management Functions
- Click on the relevant SMF
- Click into the relevant tab (Prescribed Responsibilities, Overall Responsibilities, Other Responsibilities)
- Click Add, then select the relevant Responsibility from the list (pulled through from the Senior Management Responsibilities page)
- Click Update
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