Overview: Job roles can be located in the company section in the main menu. They can also be accessed within the career map build. This article explains what job roles are, how they can be used and how to set them up.
Start From: The Flow Dashboard.
Note: Please ensure you select any job titles that correspond to this role.
What are job roles?
Job roles are a way of grouping similar job titles together. For example, if you have three chef job titles that are all at the same level, they can be grouped under the job role 'Chef'. Job roles are used in career mapping and succession planning but they also play a role in Explore Learning. If you have job roles set up and explore learning switched on, our system will recommend resources to learners based on what other learners with the same job role are interacting with.
How to set up job roles
- Select Company > Job roles from the main menu.
- Select Add job role.
Section 1: Details
- Enable the Include in Succession Planning toggle which allows managers to select specific job roles they want to keep track of and which learners are the most suitable for those roles. This can be used for key roles that they need to fill/backfill for the future.
- Enable the Vacancy toggle to show that there is a vacancy for this job role within your business. Note: When switched to on, a blank text box is activated which you can use to add a link to the job vacancy. This is optional.
- Complete the Enter Job Role Overview text box, with a description of what the job role entails.
- Select Corresponding Job Titles, if you have more than one job title within the job role. For example, you may have the job titles "Chef 1", "2" and "3" within the same "Chef" job role.
- Upload an image to represent the job role, if you wish.
- Upload a PDF with further details of the job role, if necessary.
- Select Next to save this Details section and continue onto the Competences section.
Section 2: Competences
Note: Competences are optional. If you simply want a career map visual, you can skip this part.
- Select the Enable weighting customisation toggle if you wish to set a percentage against each competence, which, in total, must add up to 100%. This means that employees would ideally have to match the competence percentage you have set in order to be considered apt for this job role. Note: you can make this an even number between each or if one competence is more important than another, you can set a higher percentage for those ones.
- Enter the competencies that align with this job role. Note: you must have a minimum of 3 competencies and no more than 10.
- Select Save & Exit when you finish.