This checklist outlines everything you need to set up for employees to use Profile and Career Path.
Link users to jobs through positions
Make sure users on your site are in positions. We use positions to link an employee to a job. Setting this up helps employees to quickly complete their profile because we can suggest what to add based on the job requirements. Follow the steps in the Org structure guide to link each position to a user and to a job.
Assign library types to Profile
A percentage is displayed for each job to indicate how closely a user's profile matches the job requirements. If jobs on your site include items like education and knowledge areas, you'll need to allow users to add items from those library types to their profile. Go to Administration () > Architecture > Library Types and assign a library type to Profile. To learn more, check out the Manage library types article.
Set the weighting of library types in job matches
Now that you've chosen the library types users can add items from, set the weighting to determine how they'll contribute to job match scores. Go to Administration () > Features > Job Matching. Set the percentage weight of each library type in job matching.
If a library item has a scale, a level needs to be selected on the profile for that item to be included in job matching. To assign a scale to a library type, follow the steps in the Scales guide.
Decide which types of items require validation
Go to Administration () > Features > Job Matching. Select the Validation checkbox to include a validation process for a library type. If selected, users need to request that their manager validate items. Leaving this checkbox deselected hides the Validate button and allows users to self-declare items on their profile.
You'll find more customization options in Settings. Go to Administration () > Settings > Profile.
- Job match inclusion: Should items awaiting validation or only validated items count in job match scores? The default is Requested so users can see job matches without waiting for validation.
- Fallback validator: When requesting validation, all of a user's managers are available to select as the validator. If the hierarchy in your organization hasn't been set up or if a user doesn't have an assigned manager, you can set up a fallback who will appear as the validator if no manager is found.
- Minimum profile completion: By default, a user's profile needs to be 60% complete before they're matched to jobs. This percentage can be customized, but we recommend a minimum of 50% or higher. Users can still explore career paths before reaching the minimum percentage, but they won't see job match percentages.
- Set current role: To explore career paths, users need a current role (a job) as a starting point. This might be set up by the administrator if they've associated the user to a position. Turn on this setting to allow users to set or change their current role. If a user selects a job that's not associated to a position, a new position is created and linked to the user so they can start exploring career paths. Check out the Org structure guide to learn more about setting up users, positions, and jobs.
- Search roles by: If the Set current role is turned on, decide how users search for their role. Searching by job is the default. You can switch the search to positions. Once a user selects a position, the associated jobs appear and they select one as their current role.
Set up job levels (only required for Career Path)
Each step in a career path progresses from one job level to the next. When users are exploring, each list of jobs they see belong to one job level, and those levels rise in seniority from left to right. To set up job levels on your site, follow the steps in the Job Levels guide.