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Create a job role

Creating and viewing a job role on LMS² sites to assign to users.

Liam Smith avatar
Written by Liam Smith
Updated over 2 weeks ago

⚠️ Important: The below guidance is only applicable to super administrators on LMS² sites.

Super administrators on LMS² sites can use the job roles feature to create job profiles for users. These can be assigned to users by administrators when viewing their profile in the Organisation & Units area.

To create a job role on an LMS² site, follow the below steps.

  1. Switch to admin view

  2. Click Settings, then click Global Settings.

  3. Click Job Roles, then click New Job Role.

  4. In the window, complete the following fields

    • Job role

    • Code

    • Purpose

  5. Click the Key Tasks and Competencies tab.

  6. Create the job role's key tasks and competencies using one of the below options.


Publish the Job Role

Before assigning a job role to users, it needs to be published.

  1. Switch to admin view

  2. Click Settings, then click Global Settings.

  3. Click Job Roles, then select the relevant job role.

  4. Click Publish, then click Yes.


Assign the job role to a user

After publishing the job role, it can be assigned to users by following the below steps.

  1. Switch to admin view.

  2. Click Workforce, then select Organisation & Units.

  3. Search for and select relevant user.

  4. Click the Job Roles tab, then click Assign Job Role.

  5. Select the relevant job role.

  6. Select Notify users of new job role to automatically notify user.

  7. Click Assign.


Import tasks and competencies to job role

  1. Switch to admin view

  2. Click Settings, then click Global Settings.

  3. Click Job Roles, then select the relevant job role.

  4. Click Import, then copy and paste the tasks and competencies into the box.

  5. Click Import at the bottom of the box.


Add tasks and competencies manually

  1. Switch to admin view

  2. Click Settings, then click Global Settings.

  3. Click Job Roles, then select the relevant job role.

  4. Click the Key Tasks and Competencies tab, then click Add.

  5. Enter a heading for the section or add in the first task/competency.

  6. Click Add add another or click Add button next to the box to add a sub-section.

  7. Repeat steps 5 & 6 to add multiple entries.

  8. Click Save at the bottom of the page.

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