In this article, you can learn how to create job profiles that you can assign to the employees within an organization in order to benchmark them against each other and to keep track of skill development.
In short, job profiles are a combination of work tasks and skills.
Create/edit job profiles
1. Go to "Settings" in the main menu and click on "Templates"
2. In the tab Employees, go to Job profiles
3. Click on "+ New job profile"
NOTE: If needed, you can also create folders to organize the different job profiles. To do so, click on the "New Folder" button.
4. Fill out all mandatory information in the Description tab
Job Title: Choose a title for the job.
Job description: Enter a description of the job for internal use. This is optional.
5. Add work tasks in the Work tasks tab
In the dropdown list, select the work tasks that will be required for this job.
Per added work task, define how often this task will have to be performed. The options are: daily, weekly, monthly, quarterly or yearly.
Per work task, also define whether an employee with this job profile is responsible for that particular task.
Click on the Bin icon to remove the work task from the job profile.
To learn how to create work tasks, go to the article Create/edit work tasks
6. Add skills in the Skills tab
Per skill you add, you can also define the level necessary for that skill.
For more information on skills, please read the article Create/Edit skills
NOTE: It is important that you do not create duplicate skills as it might be confusing to find the correct one in this step.
7. Grant access in the Access tab
Here, you can choose which roles have the right to assign this job profile to an employee.
7.1. Click "Save" to complete the job profile.