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How to add and edit Job Roles

Manage the creation of Job Roles that are exclusively found within your organisation, to match the expertise of your Users.

Written by Aaron-Spencer

Admins and Managers will be able to add Job Roles to the organisation's workspace, in two ways: by choosing from preset Roles (default HowNow Roles), or by creating their own that a specific to titles relevant to your industry/business.

Adding custom/internal Job Roles:

On the Job Roles page, select the Add Job Role button. This will open the slide-out screen, which will present with the following fields...

Role Name - You can select from a range of preset Roles (industry-standard), or any Roles already created by fellow team members. If no Roles exist, then you can simply type them in here, where they'll be saved to your internal Job Role library.

Note: If you add a Job Role to your organisation's workspace, it will only appear for yourselves. No Job Roles (or any other sensitive info/data) will be added on another HowNow workspace.

Role Description - Add a detailed breakdown of what the Role covers, the benefits and what their responsible for.

Required Skills - These are the Skills that must be achieved in order to hold the Role. Usually they'd be a Level 3 at minimum, with lower Skills Levels added if the User needs to be focusing on improving them, as part of their development plan.

You can alter the Target Level, which represents where the User needs to reach, in order to be at an acceptable level for the Role they are active in. the option Map Skills with AI allows our AI to suggest a range of Skills suitable, within seconds.

Editing Job Roles

It's important to remember that preset Job Roles - from HowNow's own database - cannot be deleted/edited. Only changes can be made to custom/internally-added Roles.

To edit a custom Job Role, select the 3-dot menu next to the name of the Job Role and choose Edit.

Note✨: It's important to remember the following points:

  • The default HowNow Job Roles will appear in your data table, only once you've added them to at least one User, for the first time.

  • You can't delete the Job Role Name once it's been created - you'd need to remove the Role form a User(s), and assign a newly created one.

Adding Users with a Job Role to a Group

To add Users with a certain Job Role to a Group, you can either...

a) Click on the three dots next to the Job Role > click Add to Group > select your chosen Learning Group > click Add to Group.

b) Select multiple Job Roles > click on the Groups icon > add your chosen Learning Group > click Add to Group.

Deleting Job Roles

If you want to delete any Job Roles, you can do so by either...

a) Clicking on the three dots next to the Job Role > clicking Delete > you'll need to confirm by clicking Delete on the pop-up.

b) Selecting multiple Job Roles at once and clicking on the Dustbin icon > you'll need to confirm by clicking Delete on the pop-up.

Note✨: After removed someone from a custom Job Role, it will still remain in the data table, with no User assigned - this is expected.

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