Job role matrices

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Step-by-Step Guide

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Create a Job Role with Mandatory and Non-Mandatory Qualifications

1. Navigate to People > Job Roles
2. Select Create Job Role
3. In the “Create a new job role” window, select a Type from the dropdown (the Name field will auto-populate based on the selected type)
4. Optionally, enter a Description to clarify the purpose and responsibilities of this job role
5. In the Mandatory Qualifications section, select one or more qualifications that are required for this role
6. In the Non-mandatory Qualifications section, select one or more qualifications that are optional or beneficial for this role
7. Select Create Job Role to finish
8. The new job role will be created and will appear in the Job Roles list

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Assign a Job Role Requirement Matrix to Users

1. Navigate to People > Job Roles
2. Select the Job Role that contains the qualification requirements you want to assign
3. Select Assign Users
4. Choose one or more users to assign this Job Role to
5. Select Assign Users to finish
6. The selected users will now be listed on the Job Role view page
7. All qualifications in the Job Role’s requirement matrix will be automatically added to each user’s assigned qualifications