# Create a new Job Profile

In this section we will create a new profile and then proceed to populate its attributes. Attention will be given only to a few prominent steps and fields. In this article you will learn how to:

<div data-article-id="330861" data-workflow="false" id="bkmrk-add-a-new-job-profil"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div>- Add a new job profile
- Determine the inheritance rules
- Populate the job profile's attributes
- Work with positions on a job profile

</div><div data-step-uuid="4cf40a03-95de-4d5e-84aa-c9ac39826d87"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 1: Add a Profile

Navigation from the Home page:

<div data-article-id="330861" data-workflow="false" id="bkmrk-system-administratio"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4cf40a03-95de-4d5e-84aa-c9ac39826d87"><div>- ***System Administration | Modules | Job Management | Job Profiler*** to open the *Job Profile List* screen.

</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/353/original/0ac7199a-a420-4893-b732-cdee87d31e01.png)</div><div data-step-uuid="713665ea-55e1-4124-81b6-2d26cb913a3d"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Job Profile List screen

<div data-article-id="330861" data-workflow="false" id="bkmrk-"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4cf40a03-95de-4d5e-84aa-c9ac39826d87"><div data-step-uuid="713665ea-55e1-4124-81b6-2d26cb913a3d"><div>![](https://media.screensteps.com/image_assets/assets/001/237/450/original/7f7d96f2-6f75-4bd2-8aac-7992348a8ee9.png)</div><div></div></div></div></div></div></div>Select **Add new Profile** to add a new Job Profile record.

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Job Profile Detail Screen

<div data-article-id="330861" data-workflow="false" id="bkmrk--0"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4cf40a03-95de-4d5e-84aa-c9ac39826d87"><div data-step-uuid="9df0cb5d-3d34-431b-b4a9-b7ef1d1c0886"><div>![](https://media.screensteps.com/image_assets/assets/001/237/649/original/0a5638c0-e8e5-4f01-8b76-ebafa048d9b5.png)</div><div></div></div></div></div></div></div>Notes on completing the *Profile* *Detail* page

<div data-article-id="330861" data-workflow="false" id="bkmrk-fields-marked-with-a"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4cf40a03-95de-4d5e-84aa-c9ac39826d87"><div data-step-uuid="9df0cb5d-3d34-431b-b4a9-b7ef1d1c0886"><div>- Fields marked with a **\*** are compulsory.
- Use the hand picker tool to search for standard library values on fields where this icon is displayed.
- Use the back arrow icon to clear a library field’s value.
- On the blank job profile page continue to enter the details of the new profile and select **Save** when done.

</div></div></div><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 2: Determine the inheritance rules

A very important decision needs to be made at this stage of compiling a job profile and it concerns the inheritance rules that should apply between a job profile and its child positions. In order to explain the concept of inheritance and the different versions thereof as implemented in the Job Profiler module, please review the definitions and illustrations given below.

We will be using the example of ladybugs to illustrate each inheritance option.

### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Standard inheritance (Child positions inherit the parent job profile's attributes)

<div data-article-id="330861" data-workflow="false" id="bkmrk--1"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="fc5ddba6-bdae-4ed4-9d69-b1c87bf7339b"><div>![Standard inheritance (Child positions inherit the parent job profile's attributes)](https://media.screensteps.com/image_assets/assets/000/329/320/original/ea897f03-1279-4dbe-b9b9-1748320109be.png)</div><div></div></div></div></div></div></div>This setting is available on every child position record and applies only to the specific child position. The following rules apply to standard inheritance:

<div data-article-id="330861" data-workflow="false" id="bkmrk-if-ticked-the-child-"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="fc5ddba6-bdae-4ed4-9d69-b1c87bf7339b"><div>- If ticked the child position will be exactly the same as the parent profile.
- No changes to the child position are allowed.
- If this setting is switched on for an EXISTING child position all child-specific information currently in that child position will be overwritten with the parent profile’s information.

</div></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Inheritance Plus (Child Positions Inherit the Parent Profile’s Attributes And Additions can be made)

<div data-article-id="330861" data-workflow="false" id="bkmrk--2"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="4ac19acf-90fe-4904-944c-056731fd37f4"><div>![](https://media.screensteps.com/image_assets/assets/001/237/359/original/ec944ed8-fdff-4fad-8dd7-459d12ea6b7d.png)</div><div></div></div></div></div></div></div>The setting to not only inherit the parent job profile’s information, but also to allow adding information to the position profile, is available on the parent job profile’s page. The following rules apply to the setting controlling inheritance plus:

<div data-article-id="330861" data-workflow="false" id="bkmrk-if%C2%A0not-ticked%C2%A0the-ch"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="4ac19acf-90fe-4904-944c-056731fd37f4"><div>- If not ticked the child position will be kept exactly the same as the parent profile.
- If ticked the child position will inherit the parent profile’s information and additions to the child position’s information will be allowed.
- Existing information from the parent profile as seen on the child positions cannot be changed or removed.
- If a job profile already has child-specific information added to its child positions and this setting is then switched off, all child-specific information will be deleted in order to make the child positions return to the standard inheritance profile.

</div></div><div data-step-uuid="dc5afee3-8d50-4507-af18-d907d5d58b4f"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>No Inheritance (Child Positions Differ Completely From the Parent Job Profile)

<div data-article-id="330861" data-workflow="false" id="bkmrk--3"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="dc5afee3-8d50-4507-af18-d907d5d58b4f"><div>![No Inheritance (Child Positions Differ Completely From the Parent Job Profile)](https://media.screensteps.com/image_assets/assets/000/329/310/original/3f026525-9398-4f4f-b42d-8dda58510161.png)</div><div></div></div></div></div></div></div>To allow a child position’s information to differ substantially from its parent profile, settings are available on every child position’s attribute pages (e.g. Profile Detail, Notes, Documents, Positional Relationships, Access Rights as well as on the sections included in the Output and Requirements Profiles) with which to control this. The following rules apply to the settings controlling inheritance per position attribute:

<div data-article-id="330861" data-workflow="false" id="bkmrk-if-an-attribute%E2%80%99s%C2%A0in"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="dc5afee3-8d50-4507-af18-d907d5d58b4f"><div>- If an attribute’s *Inherit from Profile* setting is not ticked, the child position is allowed to differ completely from the parent profile.
- If ticked the child position will inherit the parent profile’s information and: 
    - Additions are allowed if the parent profile’s setting *Allow adding on positions while inheriting* is switched on.
    - Additions are NOT allowed if the parent profile’s setting *Allow adding on positions while inheriting* is switched off.
- If a position already has child-specific information added to it and the setting *Inherit from Profile* is switched on, all child-specific information on the attribute will be deleted in order to make the attribute of the child position return to the parent profile’s attribute.

</div></div><div data-step-uuid="a69deabc-19fd-441a-86bd-631bbe7f5c09"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Unlock a Profile

When a user is working on a specific profile, the profile is locked and he will be the only person able to edit the job profile.

In some cases it would be necessary for another user to work on a profile not created by himself. Only a System Administrator is authorised to unlock a profile but for completeness’ sake it will also be addressed here.

<div data-article-id="330861" data-workflow="false" id="bkmrk-confirm-that-the-pos"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="a69deabc-19fd-441a-86bd-631bbe7f5c09"><div>1. Confirm that the position is locked.
2. Select to open the specific locked Job Profile by clicking on **View** or **Edit** in the Action column.
3. In order to unlock this profile, select the **Unlock Profile** menu item.
4. The profile is unlocked and you are redirected back to the Job Profile List page.
5. Immediately after the job profile is opened it is locked again, but this time to the new user’s profile.

</div></div></div></div></div></div>[![image-1616859019605.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/wVcArmhWtKqCHPjo-image-1616859019605.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/wVcArmhWtKqCHPjo-image-1616859019605.png)

<div data-article-id="330861" data-workflow="false" id="bkmrk--5"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="60d7ef41-b244-4ef6-bee0-5ee1243fcfc4"><div data-step-uuid="a69deabc-19fd-441a-86bd-631bbe7f5c09"><div></div></div><div data-step-uuid="a69deabc-19fd-441a-86bd-631bbe7f5c09"><div>![](https://media.screensteps.com/image_assets/assets/001/237/658/original/66f4bb5a-9a86-4f1f-864f-742976432838.png)</div></div></div><div data-step-uuid="5abde165-183c-468a-8f8d-8a0edfeed393"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 3: Populate the Job Profile's attributes

In this section examples are given of the different attributes that can be used to describe a job profile. Not all attributes are discussed in detail, but the most important attributes that require information relevant to a job profile in other modules in the system, will be discussed.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Add a Note to the Profile

On the profile’s menu, select **Notes** to open the screen below. This screen is actually used to manage outstanding tasks or activities on a profile.

<div data-article-id="330861" data-workflow="false" id="bkmrk--6"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="54a8da5c-b684-48fe-abc1-e19c1f036f9e"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/659/original/640b8c54-39bc-473a-85ca-d5c8d16132f4.png)</div><div></div></div></div></div></div>On the **Job Profile Notes** screen select **Add a new Note** where any comments or notes pertaining to the profile can be recorded. A due date can also be assigned. These tasks are not allocated to a specific person but will lie against the profile.

<div data-article-id="330861" data-workflow="false" id="bkmrk--7"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="54a8da5c-b684-48fe-abc1-e19c1f036f9e"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/580/original/3050cb8c-6977-4153-acda-fa393cb66c8d.png)</div><div></div></div></div></div></div>Enter all the detail on the **Note Detail** window and select **Save.**

<div data-article-id="330861" data-workflow="false" id="bkmrk--8"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="54a8da5c-b684-48fe-abc1-e19c1f036f9e"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/660/original/50c46c4c-331d-4246-a6dd-1a8d80121364.png)</div><div></div></div></div></div></div>A report to list all these tasks against a profile is available under the Reports menu section.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Add a document to the Job Profile

Select the **Documents** menu item to display the **Job Profile Document** **List** screen.

<div data-article-id="330861" data-workflow="false" id="bkmrk--9"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="8409caa2-aa39-4e2e-b2bb-c695463b35de"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/672/original/35a7ee56-03b7-408d-b75b-58d1a7cc4074.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/221/587/original/4d9dfd14-8d47-4cd4-acad-5500ecdeb931.png)</div><div></div></div></div></div></div>Select **Add** to browse for a document and provide additional information.

<div data-article-id="330861" data-workflow="false" id="bkmrk--10"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="8409caa2-aa39-4e2e-b2bb-c695463b35de"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/582/original/cfff0487-1768-41ba-9672-88af08fdfdca.png)</div><div></div></div></div></div></div>Select **Save** to attach the document to the job profile.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Define the Job Intent

Expand the **Output Profile** section and select the **Job Intent** menu item to display the following **Job Intent** screen.

<div data-article-id="330861" data-workflow="false" id="bkmrk--11"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/654/original/50eff73a-5edb-491f-88b2-cc676add89ba.png)</div><div></div></div></div></div>This screen has got two to four individual sections depending on a client’s configuration. The screen’s intention is to define a job’s:

<div data-article-id="330861" data-workflow="false" id="bkmrk-purpose-major-challe"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div>- Purpose
- Major Challenges a person in such a job would encounter
- Decision limits imposed on an incumbent
- Responsibilities
- Interactions with other role players

</div><div></div></div></div></div>Examples of these screens are shown below.

**Job Intent - Purpose**

<div data-article-id="330861" data-workflow="false" id="bkmrk--12"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/576/original/67341871-d1dc-4dc9-b3fb-82cf5450ae7b.png)</div><div></div></div></div></div>**Job Intent - Major Challenges**

<div data-article-id="330861" data-workflow="false" id="bkmrk--13"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/572/original/445f9185-6062-471e-92e7-164de1e6bee3.png)</div><div></div></div></div></div>**Job Intent - Decision Limits**

<div data-article-id="330861" data-workflow="false" id="bkmrk--14"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/591/original/b64254ea-a189-4064-9432-9cf2179a335e.png)</div><div></div></div></div></div>**Job Intent - Responsibilities**

<div data-article-id="330861" data-workflow="false" id="bkmrk--15"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/570/original/c0c8833f-3fc9-4f6f-bd25-885006ee0b48.png)</div><div data-step-uuid="a10e7c85-0ba5-444d-ae65-d104bd425160"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Define the Career Path

Select on the **Career Path** menu item to open a screen where a typical career path for a specific job profile can be mapped.

<div data-article-id="330861" data-workflow="false" id="bkmrk--16"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="a10e7c85-0ba5-444d-ae65-d104bd425160"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/651/original/7867be77-55e9-4884-9ee7-5e0b86b805fc.png)</div><div></div></div></div></div></div>The following screen is displayed showing up to five future positions for the selected Job Profile.

<div data-article-id="330861" data-workflow="false" id="bkmrk--17"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="a10e7c85-0ba5-444d-ae65-d104bd425160"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/221/585/original/66a7af87-553b-404b-9e72-23f7206a3e24.png)</div></div><div data-step-uuid="e518c322-c344-4e48-afa6-3185397b72da"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Define the Job Outputs

Select on the **Outputs** menu item to open a screen where typical outputs for a job can be defined. When any output record is added or opened, in addition to the actual output description, the following information is also required:

<div data-article-id="330861" data-workflow="false" id="bkmrk-typical-success-indi"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e518c322-c344-4e48-afa6-3185397b72da"><div></div><div>- Typical success indicators to identify the units of measurements that can be used to indicate whether outputs have been delivered successfully. A success indicator is not a standard or target. It is used in a performance contract to develop objectives and set targets.
- Typical outputs standard which are the minimum measurable criteria that outputs must conform to for successful performance.

</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/657/original/0649137c-12f0-4338-953b-34961a80f205.png)</div><div></div></div></div></div></div>The list of **Outputs** screen is displayed below. Click on the Edit icon to add **Success Indicators** and **Output Standards**.

<div data-article-id="330861" data-workflow="false" id="bkmrk--18"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e518c322-c344-4e48-afa6-3185397b72da"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/656/original/1ee1af69-fe54-4d30-b018-15540691db94.png)</div><div></div></div></div></div></div>The Outputs screen is divided into three sections as follows:

<div data-article-id="330861" data-workflow="false" id="bkmrk-outputs-section-succ"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="e518c322-c344-4e48-afa6-3185397b72da"><div>- Outputs Section
- Success Indicators Section
- Output Standards Section

</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/669/original/0e7e5a0d-aa0e-4667-ab9a-3e5245948e70.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/636/original/0b01d0cb-2c5e-4bb0-a4aa-a7c8935a4710.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/641/original/0cc62726-87c4-478f-958b-f7c3a10ce3f1.png)</div></div><div data-step-uuid="b9e30303-3125-42d0-8ed4-6209ffc8d90a"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Key Performance Areas - KPA's

In the Output Profile section, select the **Key Performance Areas** menu item to display a list (if any) of KPA's that apply to the job profile being built.

<div data-article-id="330861" data-workflow="false" id="bkmrk--19"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b9e30303-3125-42d0-8ed4-6209ffc8d90a"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/637/original/cf526838-d03d-47a2-bc8c-544c0295ea34.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/642/original/e733cf19-1896-4068-a842-0f0a060e4413.png)</div></div><div data-step-uuid="51ac082a-edc7-4345-97e4-321c63b0fe34"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Define the Relevant Business Processes

Select the **Relevant Business Process** menu item to open a screen where business processes specifically impacted by the job profile being built are listed.

<div data-article-id="330861" data-workflow="false" id="bkmrk--20"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="51ac082a-edc7-4345-97e4-321c63b0fe34"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/655/original/e221970e-0a48-4ad8-8a3a-f8328f8083a1.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/670/original/21fbe3db-8385-4298-85c2-0069ad6b8bb4.png)</div></div><div data-step-uuid="6b883a38-d809-4dc4-925a-2e37af63434c"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Output Profile: Key Interactions

Select the **Key Interactions** menu item to open a screen where key interactions are specified per incumbent to successfully execute his job.

<div data-article-id="330861" data-workflow="false" id="bkmrk--21"><div data-article-id="330861" data-workflow="false"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="6b883a38-d809-4dc4-925a-2e37af63434c"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/640/original/711520e5-a41a-4773-8f7c-3ca475a0566a.png)</div><div></div></div></div></div></div></div>[![image-1616859059397.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/QGuA7DIyQvlsPKAC-image-1616859059397.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/QGuA7DIyQvlsPKAC-image-1616859059397.png)

<div data-article-id="330861" data-workflow="false" id="bkmrk--23"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="6b883a38-d809-4dc4-925a-2e37af63434c"><div></div></div><div data-step-uuid="174f39db-f5fc-4284-a790-525ee675e24f"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Qualifications

Expand the **Requirements Profile** section and select the **Qualifications** menu item to open a screen where required qualifications for a job profile can be listed.

<div data-article-id="330861" data-workflow="false" id="bkmrk--24"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="174f39db-f5fc-4284-a790-525ee675e24f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/666/original/4390720f-208e-48f4-80de-acf2c86381fa.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/224/290/original/60a59ded-3320-498d-842f-412c9f1f2e02.png)</div><div></div></div></div></div></div>Select **Add a new Qualification** to add a new qualification to the library. This is done on the screen below. The qualifications added in this way become part of the library and can be edited and reused.

<div data-article-id="330861" data-workflow="false" id="bkmrk--25"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="174f39db-f5fc-4284-a790-525ee675e24f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/652/original/5be1f91d-47b9-4bc1-9702-eaa8e9da108c.png)</div></div><div data-step-uuid="6622fd50-4c98-4499-b9d7-ad4e088d9f99"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Training

Expand the **Requirements Profile** section and select **Training Interventions** to open a screen where a list can be drawn up of courses a job's incumbent can be expected to go on or should have been on.

<div data-article-id="330861" data-workflow="false" id="bkmrk--26"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="6622fd50-4c98-4499-b9d7-ad4e088d9f99"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/648/original/924ddc27-de54-4b07-8c45-c13da914fa74.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/644/original/de87c74e-726f-4b9b-8389-64e9ec17e34d.png)</div><div></div></div></div></div></div>Select **Add** to add a training intervention to the list.

<div data-article-id="330861" data-workflow="false" id="bkmrk--27"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="6622fd50-4c98-4499-b9d7-ad4e088d9f99"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/664/original/99b7b466-a266-4ebb-b6f1-25f644af310f.png)</div><div></div></div></div></div></div>When adding an intervention to the list, the Training Intervention Detail screen opens in which the intervention can be defined.

<div data-article-id="330861" data-workflow="false" id="bkmrk-this-screen-draws-it"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="6622fd50-4c98-4499-b9d7-ad4e088d9f99"><div></div><div>- This screen draws its information from two sources - implying that they must have been populated before this section can be completed.
- Training Interventions (Accessible from the system’s Administration or Event Management modules)
- PDP fields (Accessible from the PDP module)

</div></div></div></div></div>**NOTE:** The fields in the **For reporting purposes only** section has been developed for a specific client. The information is displayed in a report that has been developed for and used exclusively by them. The information does not have an influence on any other reports or fields within the system.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required PDP Performance Targets

This section of the Job Profiler module is used to set performance targets for an employee based on the job’s Development Plan.

Expand the **Requirements Profile** section and select **PDP Performance Target** to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--28"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="a6f7a10d-f951-4b36-981d-be2199026f0f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/650/original/2f7c0f71-9714-4cf1-882a-50863464425f.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/646/original/9879eb06-ef60-4efb-87e6-eae9fd390a1c.png)</div><div></div></div></div></div></div>Select "Add" to add a performance target to the list.

When a performance target is added, the following details screen is used to select the values and targets:

<div data-article-id="330861" data-workflow="false" id="bkmrk--29"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="a6f7a10d-f951-4b36-981d-be2199026f0f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/662/original/dea1157e-ea19-4f46-9728-23cd2d3a08d0.png)</div><div></div></div></div></div></div>Select **Save** to complete the performance target details or **Save add New** to save the current performance target and add another performance target.

## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Professional Statuses

Select the **Professional Status** menu item to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--30"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9ce7dd48-4723-4a57-92e4-deffc74e717c"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/226/625/original/d6359d64-8010-43ed-b2b0-ec6184c16bae.png)</div><div></div></div></div></div></div>Lists the appropriate information suitable for a particular job. The following sections are available:

<div data-article-id="330861" data-workflow="false" id="bkmrk-accreditation-and-re"><div data-article-id="330861" data-workflow="false"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9ce7dd48-4723-4a57-92e4-deffc74e717c"><div>- Accreditation And Registration
- Legal Appointments
- Memberships
- Medical Surveillance
- Knowledge Of Relevant Legislation

</div><div></div></div></div></div></div></div>[![image-1616859091835.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/QEMLYxz7TMYpkDZl-image-1616859091835.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/QEMLYxz7TMYpkDZl-image-1616859091835.png)

<div data-article-id="330861" data-workflow="false" id="bkmrk--32"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="9ce7dd48-4723-4a57-92e4-deffc74e717c"><div></div></div><div data-step-uuid="5a548f16-853a-41eb-b447-bea493327cb2"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Experience

Expand the **Requirements Profile** section and select the **Experience** menu item to open a screen where an indication can be given of the number of years that a successful applicant/incumbent should have functioned in a specific functional area, business process and/or place in a specific capacity.

<div data-article-id="330861" data-workflow="false" id="bkmrk--33"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5a548f16-853a-41eb-b447-bea493327cb2"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/958/original/0b5db72c-4671-49cf-8ecd-125e5a1f4d79.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/946/original/79b63236-08a7-450d-be65-30afd362c9eb.png)</div></div><div data-step-uuid="4d8913d0-fb82-44e6-9151-79ce5c8028b3"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Skill

Expand the **Requirements Profile** section and select the **Skills** menu item to open a screen where a list of skills can be drawn up that a successful applicant/incumbent should have.

<div data-article-id="330861" data-workflow="false" id="bkmrk--34"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="4d8913d0-fb82-44e6-9151-79ce5c8028b3"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/957/original/7d9f596a-4ddc-4afa-83d1-85669b31a2cd.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/941/original/3f3974a7-b1c9-44e9-9959-e9bb46c01cf9.png)</div><div>![](https://media.screensteps.com/image_assets/assets/000/333/452/original/c9185f90-6ce4-4662-9a12-ccb0015292cc.png)</div></div><div data-step-uuid="5cabac6c-bc36-4ccc-9cc5-902f1b3ed52f"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Competencies

Expand the **Requirements Profile** section and select the **Competencies** menu item to open a list of competencies expected in the successful applicant/incumbent.

<div data-article-id="330861" data-workflow="false" id="bkmrk--35"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5cabac6c-bc36-4ccc-9cc5-902f1b3ed52f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/956/original/ca17508b-952e-456d-9f3f-c6cfa49b30f7.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/943/original/63b19ded-2bc0-4411-984c-a468060eaf0a.png)</div><div>![](https://media.screensteps.com/image_assets/assets/000/333/438/original/bb201a2c-65c3-4ec1-85f3-c25c170ee853.png)</div><div></div></div></div></div></div>**Competency** is the ability of an individual to perform a job properly.

When adding or editing a competency, the following screen will appear:

<div data-article-id="330861" data-workflow="false" id="bkmrk--36"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="5cabac6c-bc36-4ccc-9cc5-902f1b3ed52f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/238/065/original/f80de760-64b4-479a-a435-ad254917fb15.png)</div><div>![](https://media.screensteps.com/image_assets/assets/000/333/436/original/86115764-c883-4a3f-9223-8f1ca6c5308d.png)</div></div><div data-step-uuid="72447550-c79c-4cd1-b64d-6d4ecc3ed27f"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the required Knowledge and Skills

Expand the **Requirements Profile** section and select the **Knowledge and Skills** menu item to open a screen where, for the successful applicant/incumbent, less formal types of skills and qualifications can be listed.

<div data-article-id="330861" data-workflow="false" id="bkmrk--37"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="72447550-c79c-4cd1-b64d-6d4ecc3ed27f"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/951/original/3b0e344f-c949-4164-a1b9-ba7d5fbe0138.png)</div><div>![](https://media.screensteps.com/image_assets/assets/000/333/432/original/9cd19812-0e16-4f84-ae15-abb1ad218cb4.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/226/639/original/3c643182-38fe-40f5-9a7f-6cffecb6a0d7.png)</div></div><div data-step-uuid="b70da5b7-239d-4e27-9acf-e0c1e8d44860"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the Personal Attributes

Expand the **Requirements Profile** section and select the **Personal Attributes** menu item to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--38"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b70da5b7-239d-4e27-9acf-e0c1e8d44860"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/964/original/034bb76f-ddff-4fc0-b34c-a7adf2b438dd.png)</div><div></div></div></div></div></div>This screen lists all the desirable qualities and personal attributes one would like to see in the successful applicant/incumbent.

<div data-article-id="330861" data-workflow="false" id="bkmrk--39"><div data-article-id="330861" data-workflow="false"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b70da5b7-239d-4e27-9acf-e0c1e8d44860"><div></div><div></div></div></div></div></div></div>[![image-1616859112485.png](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/scaled-1680-/3W1Cudm4ohFd8rKa-image-1616859112485.png)](https://signature.signifyhr.co.za/uploads/images/gallery/2021-03/3W1Cudm4ohFd8rKa-image-1616859112485.png)

<div data-article-id="330861" data-workflow="false" id="bkmrk--41"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="b70da5b7-239d-4e27-9acf-e0c1e8d44860"><div></div></div><div data-step-uuid="cf37c571-b08a-40bf-94aa-52013896c9a0"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the Driving License

Expand the **Requirements Profile** section and select the **Driving License** menu item to open the screen shown below

<div data-article-id="330861" data-workflow="false" id="bkmrk--42"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="cf37c571-b08a-40bf-94aa-52013896c9a0"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/950/original/f6aaf3fa-a3f4-471d-ab00-887b00d39000.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/959/original/69f0ee4c-37d6-4121-b13a-7ef19a8cca00.png)</div></div><div data-step-uuid="45ecb924-3a31-4cc6-beb5-9764e20be9d4"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the Programmes

Expand the **Requirements Profile** section and select the **Programmes** menu item to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--43"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="45ecb924-3a31-4cc6-beb5-9764e20be9d4"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/945/original/ea72d50e-2568-46f1-917c-d23ee5d0270e.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/237/948/original/261a41d9-ddee-41cd-8458-c5136e895fd1.png)</div></div><div data-step-uuid="32bde86f-0629-4f87-b53a-8b927d151890"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the Unit Standards

Expand the **Requirements Profile** section and select the **Unit Standards** menu item to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--44"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="32bde86f-0629-4f87-b53a-8b927d151890"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/961/original/314f48fd-770d-45fc-9e18-ae008c9a9822.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/226/629/original/1d9b2c95-cc39-4225-a5b8-316a60026c34.png)</div></div><div data-step-uuid="87434597-69db-4499-9e38-d0fea1bec961"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Requirements Profile: Specify the Licenses

Expand the **Requirements Profile** section and select the **Licenses** menu item to open the screen shown below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--45"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="87434597-69db-4499-9e38-d0fea1bec961"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/940/original/f443db3e-6be9-40ef-8818-d05bbb83611c.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/226/621/original/ee70b25c-ed69-4cea-929c-e8565e0df1cd.png)</div></div><div data-step-uuid="db8f9b12-04a1-4bfb-8c8f-dc005d240eea"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Step 4: How to work with Positions on a Job Profile

The **Positions** section is addressed separate from the other job profile attributes for the following reasons:

<div data-article-id="330861" data-workflow="false" id="bkmrk-a-job-profile-can-ha"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="db8f9b12-04a1-4bfb-8c8f-dc005d240eea"><div>- A job profile can have multiple positions linked to it.
- A position has exactly the same set of characteristics as the parent profile.
- A position can inherit its parent profile’s attributes.
- When a position is opened for editing, the Job Profile module’s look and feel stays exactly the same on all screens as for the profile BUT it now functions on a position level.

</div></div><div data-step-uuid="160d63d7-44b3-47ed-83fc-03585eb3d543"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Positions as a special attribute of a Profile

It is important to understand how the system handles positions. A position is linked to a profile but it is also handled as a special case of a profile in that the same attributes of the profile are also available to the position as can be seen from the following diagram.

<div data-article-id="330861" data-workflow="false" id="bkmrk--46"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160d63d7-44b3-47ed-83fc-03585eb3d543"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/244/602/original/11538e6e-c863-4ec1-b17d-babb1ef17a66.png)</div><div></div></div></div></div></div>For example, the job profile can have notes recorded against it. When one of the job profile’s positions is opened, that position can also have notes recorded against it. (It can either inherit the profile’s notes or it can have its own set of notes.)

Here follows an example of a position created for a job profile. We will repeat all the steps to get from the profile to the position.

<div data-article-id="330861" data-workflow="false" id="bkmrk-select-profile-searc"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160d63d7-44b3-47ed-83fc-03585eb3d543"><div>- Select PROFILE SEARCH to open the Job Profile List screen.
- Select the applicable job profile from the list.

</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/048/original/fb0a7105-16b3-4e5e-98b4-0b3214497fe1.png)</div><div></div></div></div></div></div>From the Job Profile menu, select **Positions** to open the list of positions linked to this profile.

<div data-article-id="330861" data-workflow="false" id="bkmrk--47"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160d63d7-44b3-47ed-83fc-03585eb3d543"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/226/605/original/712290fe-1def-42f7-a03c-f6b4cf282a01.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/243/565/original/584117a8-72f6-4b3a-b508-1a73ec9b5454.png)</div></div><div data-step-uuid="7154474a-2314-49e2-9b41-3bafb0001ebb"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Inheriting the attributes of the Profile to the Position

The position that we are working on automatically has all the attribute SECTIONS that the profile had but it does not automatically inherit the information contained IN the profile’s sections.

Near the top of the **Profile Detail** screen is a check box which must be specifically ticked for EVERY position that is supposed to inherit the attributes of its parent profile. More on this can be found in the section *Child Positions Inherit the Parent Profile’s Attributes.*

<div data-article-id="330861" data-workflow="false" id="bkmrk--48"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="7154474a-2314-49e2-9b41-3bafb0001ebb"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/237/952/original/0c9a26d5-0beb-44d0-919f-dfcaff2fd25f.png)</div><div></div></div></div></div></div>This position will now inherit the parent profile’s attributes. If any one of the attribute sections of a position is opened, the following can be seen:

<div data-article-id="330861" data-workflow="false" id="bkmrk-the-tick-in-the-chec"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="7154474a-2314-49e2-9b41-3bafb0001ebb"><div>- The tick in the check box at the top of the page indicates that on this particular position the attributes are inherited from the parent job profile.
- The example below shows that all the Outputs attributes were inherited from the parent's profile, and there is space for position-specific outputs to be loaded as well.

</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/046/original/085eff15-6dab-413f-acdf-87aefee95484.png)</div></div><div data-step-uuid="98d3cfad-28af-4ef1-86ec-dd6f76ad23fe"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>The attributes of a Position

Under the **Job Profile** menu, the user can set the following attributes of the position taking into consideration the rules referred to in the section *Child Positions Inherit the Parent Profile’s Attributes*

<div data-article-id="330861" data-workflow="false" id="bkmrk--49"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="98d3cfad-28af-4ef1-86ec-dd6f76ad23fe"><div></div><div>![](https://media.screensteps.com/image_assets/assets/000/337/552/original/79aec1d8-a2cf-4880-bf57-e41e12512760.png)</div></div><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"></div></div></div></div>## <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Manage a Position

Three main actions are possible on the Job Profile Positions List screen:

<div data-article-id="330861" data-workflow="false" id="bkmrk-select%C2%A0add-a-new-pos"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div>- Select **Add a new Position** to open a blank position screen for adding a new position.
- Select **View printable version** to open a printer-friendly version of the position list page.
- Select the **Click here to...** hyperlink to display the following options: 
    - Edit
    - Copy
    - Move
    - Print Template

</div><div>![](https://media.screensteps.com/image_assets/assets/001/243/563/original/f7fa5751-1538-4767-87c9-3c269636960a.png)</div><div data-step-uuid="f976aa09-094e-41e7-b265-e6e381ce35a4"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Edit a Position

Select **Edit** and note the following changes:

<div data-article-id="330861" data-workflow="false" id="bkmrk-the-menu-reflects-th"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="f976aa09-094e-41e7-b265-e6e381ce35a4"><div>- The menu reflects that this is a child position and not the parent profile. (Indicated on the right)
- The screen’s heading has changed to also reflect that a position is being edited Position Profile
- The position profile screen background is a subtle grey,whereas the job profile screen has a white background.
- The profile detail screen is displayed indicating the options as illustrated below:

</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/057/original/55daef46-db65-462c-8b4c-c5689af6ee2d.png)</div></div><div data-step-uuid="15a6909c-edbe-4016-b948-3f5d84e4360d"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Copy a Position

An existing position can be used as template for more positions to be added to the job (e.g. if there are 10 positions for the job which all have the same basic details).

<div data-article-id="330861" data-workflow="false" id="bkmrk-choose-the-position-"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="15a6909c-edbe-4016-b948-3f5d84e4360d"><div>- Choose the position to be used as 'template'.
- In the position’s **Action** field, select ***Click Here To....*** | ***Copy***.
- Ensure the position code and title for the new position to be created is specified correctly.
- If the same position is to be copied multiple times, click ***Copy Position Again*** for each.
- For the last position to be copied, click ***Copy Position***.
- The Organisation Structure link is NOT duplicated this has to be done separately for each new position copied

</div><div>![](https://media.screensteps.com/image_assets/assets/001/243/567/original/93917b37-68ff-4e5e-bd5c-96654e4ef0d7.png)</div></div><div data-step-uuid="b2bc0074-644d-413a-8508-f02fc2ead16a"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Move a Position

An existing position can be copied to another existing job Profile.

<div data-article-id="330861" data-workflow="false" id="bkmrk-choose-the-position--0"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="b2bc0074-644d-413a-8508-f02fc2ead16a"><div>- Choose the position to be moved.
- In the position’s **Action** field, select ***Click Here To.... | Move***.
- Select the New Job Profile by clicking on the hand picker.
- Select **Validate**

</div></div></div></div></div></div><div data-article-id="330861" data-workflow="false" id="bkmrk--50"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="b2bc0074-644d-413a-8508-f02fc2ead16a"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/238/044/original/7e75a4d0-c57e-49f4-9f00-c04647428dd1.png)</div><div></div></div></div></div></div></div>The Move Job Position screen is divided into 4 sections:

<div data-article-id="330861" data-workflow="false" id="bkmrk-heading-and-selectio"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="b2bc0074-644d-413a-8508-f02fc2ead16a"><div>- **Heading and selection**
- **Validation info** - all information that will be deleted, added or applied when the move process is complete.
- **Last Position** - you can delete the position profile if it the last position on the Job Profile.
- **Additional information** - summarises all the rules when a position is moved.

</div></div></div></div></div></div>Select that you agree with the changes and **Continue**.

<div data-article-id="330861" data-workflow="false" id="bkmrk--51"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="b2bc0074-644d-413a-8508-f02fc2ead16a"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/238/055/original/b47b7587-fa78-4705-8229-8df9ff803f78.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/063/original/54f16eea-d1d6-445d-a9c2-19fbd99efc1f.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/050/original/1d1efa6b-6b32-46b4-90ae-1dc844db566f.png)</div><div>![](https://media.screensteps.com/image_assets/assets/001/238/061/original/5025dc0c-2492-4fdc-b41f-3ab4610bfd81.png)</div></div><div data-step-uuid="7ecd9463-6456-43ec-b2fa-742ab17c0ad6"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Print a Template

Select **Export** to generate a Job Position Profile report as shown in the example below.

<div data-article-id="330861" data-workflow="false" id="bkmrk--52"><div data-article-id="330861" data-workflow="false"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="7ecd9463-6456-43ec-b2fa-742ab17c0ad6"><div></div><div>![](https://media.screensteps.com/image_assets/assets/001/234/144/original/a866d1ba-f591-4fe6-8fc7-203bf6f1a949.png)</div></div><div data-step-uuid="f9cff168-aac6-4ed9-b759-c9137c70789f"></div></div></div></div></div>### <svg aria-label="Heading anchor" enable-background="new 0 0 20 20" height="16" role="img" viewbox="0 0 20 20" width="16" xmlns="http://www.w3.org/2000/svg"></svg>Job Position Profile Report

<div data-article-id="330861" data-workflow="false" id="bkmrk--53"><div data-role="steps-container"><div data-step-uuid="160aa0b2-8b0b-4512-8ac9-ce5be467b180"><div data-step-uuid="f9cff168-aac6-4ed9-b759-c9137c70789f"><div>![](https://media.screensteps.com/image_assets/assets/001/234/138/original/0abf29a6-1246-40b8-a9a3-efc2c85f83ab.png)</div><div></div></div></div></div></div>