Review role assignments

Use the Reports application to review the current role assignments.

Procedure 

  1. Log on to the system as Administrator.

  2. Go to Reports > Requests and Results > Parameters.

  3. Under Report Selection, select Management Reports > User Roles.

  4. Under Parameters, next to Employee Filter, click the Create Filter icon.

  5. In the Employee Filter dialog, select Organization.

  6. Select the root and leaf Organizations.

  7. Select General.

  8. Under Effective Date, select Now.

  9. Click Save As.

  10. Enter a name for the filter and click Save.

  11. Under Parameters, select the newly-created Employee Filter.

  12. Under Schedule, select Excel as the Output Format.

  13. Click Run Now.

  14. Open the Excel workbook you created.

    Excel Workbook Example

  15. To format only the cell that contains the User Role to be deleted, create a new conditional formatting rule.

What to do next 

Reassign a role