Organization roles

Organizational roles define positions that team members hold within the company and the required competencies for each of these positions. The system enables precise mapping of roles to skill groups.

Organizational Roles Overview

To view organizational roles:

1. Navigate to the ORGANIZATION section in the sidebar
2. Click Unit roles

You'll see a list of all roles in the organization with the following information:

• Name - role name (e.g., CEO, CFO, Director of Engineering)
• Assigned skill groups - assigned skill groups displayed as tags
• Updated At - last modification date
• Actions - edit and delete role

Creating a New Role

1. Click the New unit role button
2. Provide the role name and description
3. Select appropriate skill groups for this role
4. Save changes

Managing Assigned Skills

Adding a Skill Group to a Role

1. Find the role in the list
2. Click the + icon next to existing skill groups
3. In the Assign group to unit role window select a group from the Group dropdown

Available options include:

• Accounting Skills - "Business-focused competencies for driving sales, revenue generation, and commercial growth"
• Customer Service Skills - "Communication and problem-solving abilities for delivering exceptional customer experiences"
• Data Analysis Skills - "Analytical competencies for extracting insights and making data-driven business decisions"
• Design Skills - Design and creative skills
• And other groups configured in the system

1. Click Save to assign the group to the role

Removing a Skill Group from a Role

1. Find the appropriate role
2. Click X on the skill group tag you want to remove
3. Confirm removal

Role Configuration Examples

C-Level Roles

Top-level executive positions typically require:

• Focus Skills - strategic and leadership skills

CEO - Focus Skills CFO - Focus Skills

CHRO - Focus Skills CMO - Focus Skills

Director Roles

Directors require a combination of leadership and specialist skills:

Director of Engineering

• Administrative Skills
• Focus Skills
• Human Resources Skills

Director of Finance

• Focus Skills
• Human Resources Skills
• Accounting Skills
• Administrative Skills

Director of Marketing

• Human Resources Skills
• Administrative Skills
• Focus Skills

Management Roles

Managers need operational and leadership skills:

Engineering Manager

• Focus Skills
• Project Management Skills
• Human Resources Skills

Best Practices

Role Definition

• Use standard names - apply commonly recognized job titles
• Be precise - each role should have a clearly defined scope of responsibilities
• Consider hierarchy - role structure should reflect company organization

Skill Assignment

• Analyze requirements - each skill group should be justified by job scope
• Avoid excess - don't assign too many groups to a single role
• Update regularly - business rules change, roles should too

Change Management

• Document modifications - system automatically tracks change dates
• Communicate changes - inform team about requirement updates for roles
• Monitor alignment - regularly check if team competencies match role requirements

Next Steps

After configuring organizational roles:

1. Go to User Profiles to see how employees assess their skills