Navigate to the Menu and click on the Job Roles link within the System area.
Click on the New Job Role button on the left-hand side.
Complete the field in the popup window, as described below.
| Job Role | Add the Job Role name, such as Customer Service Advisor. |
| Code | This is optional although it can help to identify the Job Role. For example, you could use a cost centre code. |
| Purpose | Add in the overall description for the role. This should be an introductory paragraph for the Job Role as the main tasks and competencies can be listed separately in the next step. |
You will be taken to the administration area for the Job Role you have just created.
Click on the Key Tasks and Competencies tab of the left-hand side.
You now have three options to create the Job Role's key tasks and competencies:
- Import them from elsewhere (such as a Word document). This is the recommended option.
- Use the text editor to create them.
- Add each task/competency manually.
We will look at all three options in this guide.
Import the tasks and competencies
Open up the document that contains the job role and copy the tasks and competencies.
In the LMS, click on the Import button.
Paste the tasks and competencies into the box.
Click on the Import button at the bottom of the box.
Tip: You might notice from the screenshot above that there are bullet points, with sub-bullet points and a further set of sub-points. The first bullet point list will create a section heading for you and each bullet point underneath will be a task/competency, which can be further divided with another bullet list if required, as above.
You will be returned to the Key Tasks and Competencies tab where you will see that the text you pasted has been entered as individual tasks and competencies.
Use the text editor to create the tasks and competencies
Click on the Import button within the Key Tasks and Competencies tab.
Use the box and the text editor options across the top to create your list of tasks and competencies.
Click on the Import button underneath the box when you have finished editing.
Tip: You might notice from the screenshot above that there are bullet points, with sub-bullet points and a further set of sub-points. The first bullet point list will create a section heading for you and each bullet point underneath will be a task/competency, which can be further divided with another bullet list if required, as above.
You will be returned to the Key Tasks and Competencies tab where you will see that the text you created has been entered as individual tasks and competencies.
Add each task/competency manually
Click on the Add button within the Key Tasks and Competencies tab.
You will be able to type in the heading for the section (if you want to section the tasks and competencies) or add in the first task/competency.
Click on the Add button at the top again to add another or click on the Add button next to the box to add a sub-section.
Keep repeating until you have added all of the tasks and competencies.
Click on the Save button at the bottom of the page to save the changes.
Now that you have created your Key Tasks and Competencies, see the following guides to finish creating and assigning the Job Role: