Create and Manage Job Profiles

A job profile is a set of competencies that describe a learner's overall training needs, based on the expected knowledge requirements of a particular job. For example, a job profile for a Branch Manager might specify competencies for Time Management, People Management and Accounting. Learners can have more than one job profile.

Learners who are assigned a job profile will see any training requirements for the job profile's associated competencies in their learning path. 

Job Profiles can be assigned to learners in the following ways:

  • Individually or in groups by a reviewer (for example, their direct appraiser or manager) in the Career Development Center or the Job Profile editor.
  • Auto-Assignment via the Job Profile editor. 
  • In bulk via the Job Profile Assignments Data Loader.

To create and manage job profiles, you must have unrestricted access to the Job Profiles feature in System Roles (Manage Features > Competency Manager Features).

Create a Job Profile

To create a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog in which to create a new job profile.
  3. Click the + Job Profile. The new job profile's Details tab opens.
  4. Enter the details for the new job profile. For detailed information about the job profile fields, please see Job Profile Details Field Reference.
  5. Click Save. The job profile is added to the list for the selected catalog.

Clone a Job Profile

You can clone an existing job profile to create a new one, retaining the details from the cloned item.

To clone a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog containing the job profile you want to clone. Its job profiles are listed on the right-hand side.
  3. Select Clone from the action menu of the job profile you want to clone. The new job profile's Details tab opens.
  4. Enter the details for the new job profile.
  5. Click Save. Make edits to the job profile as required.

Group Assign a Job Profile

To group assign a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog containing the job profile you want to assign to a group of users. 
  3. Select Edit from the action menu of the job profile. 
  4. Click Group Assign. 
  5. Start typing the user ID or name of the users you want to in the group assignment, or click the browse icon to open the User Selector, where you can search for users.
  6. Repeat step 5 until you have selected all of the users.
  7. Click Save. The Group Assignment page opens with a list of the users who have been assigned the job profile.

Auto Assign a Job Profile

The LMS allows you to auto-assign job profiles to learners based on specified criteria such as user group, role, competencies, completed courses and other attributes.  Criteria for auto-assignment is configured in the Job Profile.  The LMS will periodically scan the user profiles, looking for records that match the job profiles criteria, and assign any matches to the profile.  You can configure scan intervals.  

The System Configuration setting, Automatic De-Assign of Job Profiles, when enabled, automatically unassigns job profiles from users that no longer meet the criteria for the auto-assign targets. (This uses the settings in the Auto-Assign Console for criteria scan during login and offline-bulk scanning.)

Once a job profile is automatically assigned to a user, it will not be automatically unassigned if the user no longer meets the criteria. It will have to be manually removed by an administrator with appropriate permissions.

To auto assign a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog containing the job profile you want to assign to a group of users. 
  3. Select Edit from the action menu of the job profile. 
  4. Click Auto-Assign. 
  5. Expand the criteria headings (for example, Users/Organization/Role) to select the criteria used to determine which learners can be auto-assigned the job profile. You can select users based on any combination of the following properties:
  • You can select users based on any combination of the following properties:
  • User group, role, logical domain or organization
  • Completed courses
  • Employment information
  • Job profiles and competencies
  • User attributes
  • Organization attributes
  1. Click Set Auto-Assign Targets. 

Configure Job Profile Auto-Assignment Scans

To configure the scan intervals for automatically assigning job profiles

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Click Auto-Assign Console. 
  3. Select a scan interval setting from the Criteria Scan Interval drop-down list.
  4. If you selected Initiate New Check at Every Login, enter the number of seconds to wait until job profiles are assigned to users after they login.
  5. To enable auto-assignment processing for logged-out users, select the scan interval from the Offline Bulk Auto-Assign drop-down list.
  6. Click Execute to initialize the scan intervals.

Edit a Job Profile

To group assign a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog containing the job profile you want to edit. 
  3. Select Edit from the action menu of the job profile. 
  4. Make edits as necessary.
  5. Click Save.

Delete a Job Profile

To group assign a job profile

  1. Go to Manage Center > Talent > Competency Manager > Job Profiles. 
  2. Select the catalog containing the job profile you want to delete. 
  3. Select Delete from the action menu of the job profile. 
  4. Click OK.

Deleting a job profile removes it from all learners it is currently assigned to.