Setup checklist for jobs

Make sure you've set up everything required to successfully build a job description

In this article:

Create or customize competencies

Jobs are built using content stored in libraries. Items like responsibilities and knowledge can be created directly on a job, but you’ll want to make sure the competencies you plan to add to jobs are set up in Libraries first. To learn more, check out the Quick start for libraries article.

Select categories to appear on job descriptions

Library type headings such as Competencies and Responsibilities appear on jobs to organize requirements. You might want to make customizations such as renaming “Responsibilities” to “Tasks”. Follow the steps in the Manage library types article to rename library types.

Only library types assigned to jobs are displayed as categories on each job description. Competencies are always included and can’t be removed, but other types are optional. Below are different ways you can control what shows up on jobs:

  • Hide site-wide: Navigate to Administration > Architecture > Library Types and unassign a library type from Jobs. For example, maybe you don’t plan on adding language requirements to jobs. Check out the Manage library types article to learn more.
  • Mark as N/A: Mark a type as Not Applicable on a specific job. This indicates to employees that your jobs typically include this information, but it’s not required on this particular job.
  • Leave empty: If no items are added, that category doesn’t appear on the published job.

Set up job levels, types, and locations

Job Levels such as “Entry Level” or “Executive” structure the jobs on your site from junior to senior. Job levels needs to be set up to use Career Path Navigation. Job Types are used to tag jobs. You can tag a job with more than one type such as “Technical” or “Managerial”. Locations can be used as tags when you’re creating a job to specify where it’s located. For all three of these features, the options available on jobs depend on what you’ve set up in Administration.

Customize the job template

Navigate to Jobs > 3-dot icon > Job Template and customize the appearance of job descriptions and job posts. This setup applies to all jobs on your site. Check out the Customize job templates article to learn more about the decisions you can make.

Use version control or silent update

With version control, editing a job creates a draft copy that you can work on privately. When making changes to library items, you’re prompted to choose how to affect published jobs: update or use version control, which applies the update to a draft copy of the job.

If you’d prefer to bypass version control, navigate to Administration > Settings > Jobs and turn on the Silent update setting. When editing a published job, your changes are either saved to update the job or discarded; there are no draft copies. When changes are made to library items, jobs are updated automatically, so you’re not presented with the option to use version control.

Link users to jobs through positions

If you’ve imported your org structure into CompetencyCore, you can skip this step. But if you’ve manually created users, you’ll want to link each user to a job through a position. Follow the steps in the Manage positions article to create positions. You can link positions to a job from Administration or from the Employees tab on a job. This allows anyone accessing the job who has permission to View Positions to see a list of the users currently occupying this role as well as any vacant positions associated to the job.

Note: If you don’t set up an org structure, you can still indicate the manager. Check out the Quick start for jobs article to learn about defining reporting relationships on a job.