Overview

Roles Design allows you to create and maintain your job architecture. However, the complexity of modern job roles requires more flexibility. Introducing Role templates, which enable you to create and manage different versions of a base role, tailoring them to specific needs.

Role templates offer a flexible, precise, and consistent way to manage job architectures. By leveraging these, you can better calibrate positions, assess employees, and create upskilling plans tailored to specific needs.

Effective use of Role templates can ensure that your job architecture is both adaptable and robust, meeting the diverse needs of your organization.

What Are Role Templates?

A Role Template is a version of a base role with slight modifications. For example, the role of a software engineer may have templates such as front-end engineer and back-end engineer. These templates reflect different skill sets required for similar positions. Each template’s calibrations are stored separately, linked to the base role using a parentroleid.

Role templates are useful in various scenarios:

• Calibrating positions: Tailor roles to fit specific job requirements.
• Employee assessment: Evaluate employees based on role-specific criteria.
• Upskilling plans: Create targeted development plans for different role variations.

Benefits

• Precision: Role templates allow for more precise role definitions.
• Flexibility: Adapt roles to specific needs without creating entirely new ones.
• Consistency: Maintain a consistent role structure while accommodating variations.

How do Role templates work?

Calibration in Talent Acquisition

When a new requisition is approved, the system determines the appropriate Role Template using the following logic:

• The system recommends roles and templates based on factors such as title, skills, and work experience.
  

• Users can manually associate a role or template with a position.
  

• The system automatically associates a role with a position using job codes. Templates share the same job code as their parent role, and so it defaults to the base role.

Set up role templates

Create templates

To create role templates, follow these steps:

1. Navigate to Roles Details > Templates, within Talent Design.
2. Click Duplicate for a role template that you would like to copy.

Upload templates

To upload role templates, follow these steps:

1. Prepare templates in XML format and ensure each template has a unique template_id, the same job_code as the role, and a parent_role_id.
2. Optionally, copy skills from the role to the template.
3. Upload the XML file to Roles Design.
4. Verify templates in the role library.

Using Role templates

Step 1: Validate skills

Validate skills and proficiencies from the template’s calibration page.

Note: Manually update skills if using CSV uploads.

Step 2: Map employees to templates

Use HRIS APIs to provide unique_template_id for each employee_id. The system assigns the correct template to each employee.

Step 3: Manager updates template (Optional)

1. Managers search for team member profiles.
2. Assign or change the template within the employee’s job_codes.

Step 4: Run TM Applications

Employee assessments use the template’s skills and proficiencies.

Step 5: Export Mapping

Export employee-template mapping via the extended API endpoint.