Why are job types so important?
It’s all about assigning content quickly and simply, and the best way that we’ve found is to assign content based on the job that you do. There are other ways to give people courses, but for now let just focus on the quickest and simplest way which is to assign a learner profile to a job type.
Let’s say you run a bar and you employ a bartender. You don’t want to be spending so much time and effort both figuring out the relevant courses for them, and then manually assigning each of the courses to them. You would lose hours! Instead, you can simply assign them the learner role of bartender, which will have all the courses they need already loaded up for them. Saving you from repeating the same task endlessly!
If you’ve already started automating the learning platform by integrating with your HR platform, then more good news is that your job types will be created automatically – all you need to do is make sure the job types are configured correctly inside the learning platform.
How to create, or edit, a job type.
Simply pick Manage Job Types from your Learners menu:
Here you’ll see all of your available job types and a set of very handy filters:
Why is this helpful? One word … housekeeping! If you are automating your new starters, movers and leavers then there’s a good chance that, as your business grows, so will the number of job types!
Understanding which job types are assigned only to leavers means that you can use Report Builder to create a simple import file that you can edit to reassign these job types to something else (“historical leaver” is a good one).
And how does that help? Because when your job types are not assigned to a human – you can delete them! (The job type, not the human!)
If you’re sure, confirm the delete:
Anyway, back to our list of job types that are assigned to active people. Want to create a new one? Easy, pick + New Job Type:
Everything you’ll need is on one screen:
Here are the key areas you should understand about creating, or editing, a job type.
First, give it a name and a code. Usually this comes straight from your HR platform, and not all of them use separate codes. Example: “Area Manager” is the name and “AM” is the code, if you don’t use codes then that’s fine – just repeat the name in the code field.
Next up is the learner profile. Don’t worry too much about the terminology, this just means “a list of courses” and you can find out more here.
Now choose a role. These are fixed roles, which determine the tools that will appear on your top menu when you log in.
Here’s what each role means.
Learner – This means you’ll have access to your learning roadmap and you can work through all of the courses that have been assigned to you.
You can change the language in which the learning platform is displayed (note that this won’t translate any course content for you); you can access the help guides like this one; and you can update your own details like your alias and password or simply log out when you’ve finished.
Whenever you assign roles to a job type, don’t forget to also add the Learner role (unless there is a reason why they shouldn’t see their learning content alongside their other learning platform tools.)
User Editor – Here’s where you’ll add or edit individual people as well as import multiple learners from a CSV file:
Organisation Editor – This will enable you to configure and maintain your organisational structure as well as adding, updating and deleting job types:
Course Editor – This role is all about creating and assigning content, great for someone in your team that might not need to access the whole HR function:
And last but not least, Reporting – where you can see the learning results for the business, perfect for all of your managers, whatever level they are:
Of course, you might be creating a new job type that needs all of these things, in which case just pick Admin, and they’ll get the whole lot!
Finally you can determine which part(s) of the organisational structure that a person with this job type will be able to see. This might be anything from “nothing at all”, “just their own location” or “their own location as well as sibling locations” (great for managers who look after multiple locations) through to “let them see everything”.
For more sophisticated reporting, consider using Groups and Subgroups which are explained here.
That’s it, job types in a nutshell. So, what are you waiting for? Start creating those job types!