Create and manage job roles with specific skill requirements.
Job roles define what skills and competency levels are needed for specific positions in your organization. Examples include:
Job roles serve as development targets - employees work toward meeting all the skill requirements of their goal role.
To browse your organization's job roles:
Each role card shows the role name and how many skills it requires, giving you a quick overview of complexity.
When you open a job role, you'll see:
This breakdown makes it clear exactly what someone needs to demonstrate to be qualified for that role.
💡 Career Planning Tip: Review job roles to understand career progression paths. Look at what skills you need to develop to move to the next level!
For Administrators and Owners:
To create a new job role:
✨ Best Practice: Base job roles on real positions in your organization. Start with your most common roles, then add specialized ones as needed.
When building a job role, think carefully about:
You can add as many or as few skills as needed. Some organizations have concise roles (5-8 skills), others prefer comprehensive definitions (15-20 skills).
For Administrators and Owners:
You can update job roles as your organization evolves:
⚠️ Important: If people are currently using this role as their goal role, changes will affect their progress tracking. Communicate major changes to affected team members and their managers.
Job roles connect to the check-in process:
This creates a clear development roadmap with measurable progress.
Once a goal role is set, progress tracking becomes automatic:
This makes performance conversations data-driven and transparent.
For Administrators and Owners:
When a role is no longer needed:
There's no magic number. Focus on essential skills that truly differentiate the role. Typically 5-15 skills works well - enough to be meaningful but not overwhelming to assess and track.
Not simultaneously. Each person works toward one goal role at a time. However, their goal role can be changed in future check-ins as they progress or pivot to different career paths.
That's great! They still meet the requirement. Progress tracking shows "Met" for any skill where they're at or above the target level. Exceeding expectations is worth celebrating in check-in notes!
Not necessarily. Job roles represent skill profiles, which might be shared across multiple similar titles or departments. However, using recognizable titles makes it easier for everyone to understand career progression.