Create An Area of Responsibility Template

Create An Area of Responsibility Template

Navigation: Home>My Client Groups>Show More from the Quick Actions>Area of Responsibility Templates>Create>Enter Information>Submit

From the home screen, click My Client Groups

Next, click Show More

Scroll down and under Workforce Structures, click Area of Responsibility Templates. As a note, we can search Area of Responsibility Templates by clicking Ctrl F

Next, click Add

Click Assign to People and click Continue

Enter the Basic Info and click Continue

Next, enter the Responsibility Scope and click Continue

Lastly, Enter the Assign to People Information if we wish to assign this AOR to an Employee, if not, we can leave it blank and click Submit