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Configuring Roles, Primary Role, Job Category & Job Title

 

Introduction

This section will help you understand Roles and how they relate to Job Category and Job Titles. Configuration tips are included. To better understand the CSV uploading process, please see this article to learn more about importing structure into Charts.

 

Table of contents:

  1. Roles
  2. Primary Role
  3. Job Category
  4. Job Title

 

Roles

A Role is a specific job that is part of a Team. A Role can be vacant, or it can be filled by a Contributor (Employee). Contributors often have multiple Roles. For example, a person might hold these three Roles:

  • VP Manufacturing on the Executive Team
  • Executive Sponsor on the United Way Fundraising Team
  • Goalie on the Company Soccer Team

Roles are defined by creating a node (card) in any Chart. You can see all the Roles for a particular Contributor by looking at the Roles tab in their Contributor Profile.

How To Configure Roles

To add/remove a Role: Go to the relevant Team in Teams view and then select Edit Chart. You need edit rights to do this. See Edit Teams for more details.

To import new Contributors into the existing Main Organization Chart: In a CSV file, set the parameter PrimarySupervisorUsername per applicable Contributor to the supervisor’s UserName. The specified supervisor must hold a single Role in the solid-line hierarchy of the Main Organization Chart or an error will be reported. The specified Contributor must not already have a solid-line Role in the Main Organization Chart or an error will be reported. Go to Administration settings > Contributor Configuration > Extract/manage all Contributor data to upload this file.

To set the Role name during the import described in the prior paragraph: Enter the intended Role name as the contributor’s PrimaryRoleName. If a vacant Role already exists as a solid-line report to the designated supervisor, the new Contributor will fill that Role. Otherwise a new solid-line Role with this Role Name will be created under the supervisor’s Role. Go to Administration settings > Contributor Configuration > Extract/manage all Contributor data to upload this file.

Primary Role

Primary Role (PrimaryRoleName) designates the main Role for a particular Contributor.

Each Contributor (Employee) can have multiple Roles (different jobs they do for specific Teams). Primary Role designates the most important (or best referenced) Role that a particular Contributor has. It is simply a “tag” applied to one of the Roles defined for that person. 

Primary Role is used throughout the platform to give context to a Contributor. For example, in People it is the Primary Role that appears in association with each Contributor. 

Unless otherwise defined, this Primary Role is set as the highest main-hierarchy Role defined in Teams view, but can be specified to be any defined Role. If a Contributor's Primary Role is renamed, it will still remain as that Contributor's Primary Role.

How To Configure Primary Roles

To make Primary Role Contributor owned: Go to Administration settings > Contributor Profiles > Manage Profile fields. Once “Contributor owned”, individuals can define their own Role in the Info tab of their Contributor Profile. It is normally best practice to manage Primary Role this way.

To bulk rename Primary Roles: In a CSV file, set the parameter PrimaryRoleName per applicable Contributor. If that Contributor already has a defined Primary Role its Role Name will be updated to match what is in the CSV. If that Contributor does not have a defined Primary Role one will not be created. This function only renames existing Primary Roles. Go to Administration settings > Contributor Configuration > Extract/manage all Contributor data to upload this file.

Job Category

Job Category is a field intended for broad job categories and not for a specific Role or job title.

If your company categorizes jobs into families, such as Engineer I, Engineer II, etc. then this is where that designation belongs. Someone with a Job Category Engineer II might have a Role as Project Engineer on the Beta Project Team.

Most often this field should not be used, at which point it will not appear in Contributor Profiles.

Job Categories can be found via Search.

How To Configure Job Categories

To set Job Category for a particular Contributor: Go to Administration settings > Contributor Configuration > Edit/delete Contributor. You can enter any text string you wish.

To bulk load Job Categories for Contributors: In a CSV file, set the parameter JobCategory per applicable Contributor to whatever text string you wish. Go to Administration settings > Contributor Configuration > Extract/manage all Contributor data to upload this file

To make Job Category Contributor owned: go to Administration settings > Contributor Profiles > Manage Profile fields. Once “Contributor owned”, individuals can define their own Job Categories in the Info tab of their Contributor Profile. Making this parameter Contributor owned is not normally a good practice.

Job Title

"Job Title" is not a field used in the Jostle platform. Role/Primary Role is used instead.

Contributors (Employees) can have multiple Roles, as they take on different duties for different Teams, with their main/most important/most referenced Role designated as their Primary Role.

Jostle also provides a Job Category field, but this is intended for job levels, not job titles. Most customers do not find the Job Category field applicable to their organization.

 

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