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Job Roles

In this article:

Overview

Job roles define the requirements for the corresponding positions. We can add the required skills and their level to job roles. We can also enter the billing rates associated with each of them. Once we define job roles, we can assign them to specific resources.

Example: The Job Roles view in the Resource Management module.

Job roles are more than just employment positions. You can also use them in the context of high-level competencies. What’s more, you can assign them to non-human resources.

One resource can be assigned more than one job role.

Job roles can be used as placeholders for long-term planning, i.e. you can assign them to cards as information about the character of resource needed. Later, the next step is to search for specific resources with that job role.

Example: When the Resource Management module is enabled in space, the new Resourcing tab appears, and we can allocate placeholders to cards, e.g. Project Manager (PM).

Creating job roles

You need the Enterprise/Strategic KanBo license and the Resource Admin role to create a job role.

To create a job role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Job roles.
  4. Select + Add new job role.
  5. Enter the name.
  6. Enter the description (optional).
  7. Select the work schedule.
  8. Enter the external and internal bill rates (optional).
  9. To add skills, select + Add new skill, select the skill and its level, and then confirm with the Add button.

If you already have resources that match the description, you can add them when you create a job role.

  1. To add resources, select + Add new resource, select the resource, and confirm with the Add button.
  2. Confirm using the Add skill button.

Adding job roles to resources

You must have the Enterprise/Strategic KanBo license, the Human/Non-Human Resource Manager role, and be the subsidiary manager to add leave time types to add a job role to a resource.

To add a job role to a resource:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Resources.
  4. On the selected resource, go to Details.
  5. On the Job roles section, select + Add new job role.
  6. Select the job role from the list, and then select Add.
  7. Confirm changes with the Save button.

Editing job roles

You can edit a job role at any time.

You need the Enterprise/Strategic KanBo license and the Resource Admin role to edit a job role.

To edit a job role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Job roles.
  4. On the selected job role, go to Details.
  5. Make changes.
  6. Confirm using the Save button.

Deleting job roles

You need the Enterprise/Strategic KanBo license and the Resource Admin role to delete a job role.

To delete a job role:

  1. On the Sidebar, select Resource Management.
  2. Go to Basedata settings.
  3. From the menu on the left, select Job roles.
  4. On the selected job role, go to Delete.

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