Managing and Using Roles

This article explains how roles are used and managed in decídalo. It outlines how to assign roles to employee profiles, create and edit roles and link the to skills or certificates.

Using roles on profiles

Each profile can have one or more roles assigned to it. Roles serve three main purposes: They provide an overview of an employee's areas of responsibility on profiles or CVs; they guide them through their skill assessment; they enable skill-gap analysis. The latter two require linking roles with skills.

Open your profile (or any profile you can edit) and scroll down to the "Roles" section. Here, you’ll see all roles assigned to the profile.

To assign a new role click the Plus icon next the the section header. From the auto-complete dropdown in the pop-up select the roles you want to include.

If you have the permission to manage the roles list in decídalo, you can create new roles here. To do this, type a name that is not in the list and select the "+ Add " option at the bottom of the list.

The Admin and customizations section of the Permissions page has a separate permission for "Skills, certificates and roles management". This defines if a user can add new roles to the role list. Without this, only existing roles can be selected. It is recommended to restrict this permission for normal users and manager roles centrally.

Understanding role skill requirements

Roles can be connect to skills or certificates and thereby support users in filling out their skill profile. (This is the main reason why they should be managed centrally). When you click on a role in the profile, a side drawer opens with details. You’ll see which of its skills the profile already covers, where the skill level is below the required level, and which ones are missing completely.

On the Skills tab, you’ll find any missing skills for your role suggested at the bottom. You can quickly add them by setting a skill level.

Managing roles

If you have permission the manage roles (see above), you see the Roles menu item under Administration.

Here, you’ll see a table of all roles. You can edit them using inline-editing by clicking the cell you want to change.

The Skills, Certificates and Profiles columns show the number of corresponding elements linked to the role. Click on any of these numbers to open a side drawer that lists these elements and allows editing the list. Skills are shown with the required level.

Click anywhere outside the side drawer or on the X in its' top right corner to close it.

Adding roles

To create a new role, click the Add button above the table and enter the role name, for example Web Developer. Hit Add or Enter. After creation, the role is shown at the top of the table for direct access. (After reloading the page it will be sorted in alphabetically.)decídalo will automatically create a description and translate the role name into all configured screen languages. Review the description and translations and edit them if needed. Scroll to the right to see the translations.

Click the link in the Skills column to open the side panel and add skills or certificates. Click the Plus icon in the skills section and use the auto-complete search box to select required skills. For our Web Developer this could be Front-end Development, HTML/CSS, UI / UX Design, among others.

Note that skills are selected from the skills catalog and the list can be different for every decídalo client. Skill requirements a company has for specific roles also

Set the required level for each skill. This will be used for gap-analysis and compared to the skill levels of employees.

Adding certificates works the same way. Click the Plus in the certificates section. Certificates don't have levels.

The new role is directly available for selection on Profiles.