Configuring Job Profiles

A Job Profile is a set of skills, courses and certificates required for a particular role within the organization. The Manage Job Profiles console serves as the user interface to create, manage and obsolete the Job Profiles. The console is accessible by the users with the Resource Manager role. 

Like Resource Groups and Competencies, Job Profiles also support various functionalities within the resource management operations. These Job Profiles align with resources to convey that the resources are expected to possess, among other things, the skills, training, and certificates outlined in the corresponding Job Profile. 

To access the Manage Job Profiles Console

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Job Profile. The console will have the list of Job Profiles. See the screenshot below. 
   
   

To create a new Job Profile

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Job Profile.

3. Click New to create a new Job Profile and fill in the below details.  

   Field	Description	Example
   Job Profile Name	Add the name of the Job Profile. Click Localize and fill the name in the Default locale field.	Software Engineer
   Average Cost per Hour	Define the average cost of a Job Profile. It is the average amount payable by the organization to the resources working on this profile.	$35
   Default Selling Price	Mention the default selling price of the resources having this Job Profile.	$50
   Detailed Description	Provide description to the Job Profile you are creating.	-

4. Click Save  and the Job Profile will get created under Draft status. To activate the Job Profile, the user needs to modify the Job Profile. 

To modify or edit a Job Profile

1. Log in to the Portfolio Management application and click Settings .
2. Select Resource Management > Job Profile.
3. Click on the name of the Job Profile or select the row and click on the Edit () button.
   This displays the details you provided while creating the Job Profile and some additional tabs to configure relevant details.

4. Perform the following steps as per your requirements: 

   Action	Steps
   To edit the details provided while creating the Job Profile	In the Edit Job Profile blade, go to Edit. Change the details and status as per the requirement and click Save.  Important: By default, the Job Profile gets created under Draft status. To activate the Job Profile, the user needs to change the status to Active. You cannot have an empty Job Profile (without any Qualifications, Courses or Certificates) in Active status. To make the Job Profile active you must have at least one Qualification, Course or Certificate.
   To add Qualification to the Job Profile	Under Edit Job Profile, go to the Job Profile Qualification tab.  Click +Job Profile Qualification. This will open a new blade with the below fields. Skill: Click to open the dropdown with the list of skills in the application. Select one.  Level: Choose from Beginner, Intermediate, Expert or None.  Weight: Could be between 1 to 10. Click Add.
   To remove Qualification(s) from the Job Profile	Under Edit Job Profile, go to the Job Profile Qualification tab.  Select one or more qualifications from the checkbox and click x Remove.
   To add Course to the Job Profile	In the Edit Job Profile blade, go to the Course tab.  Click +Course. This will open the list of courses in the application. Select one or more courses from the checkbox and click Select.
   To remove Course(s) from the Job Profile	In the Edit Job Profile blade, go to the Course tab.  Select one or more courses from the checkbox and click x Remove.
   To add Certificate to the Job Profile	In the Edit Job Profile blade, go to the Certificate tab.  Click +Certificate. This will open the list of certificates in the application. Select one or more certificates from the checkbox and click Select.
   To remove Certificate(s) from the Job Profile	In the Edit Job Profile blade, go to the Certificate tab.  Select one or more certificates from the checkbox and click x Remove.

5. Click Close. 

To Delete a Job Profile

1. Log in to the Portfolio Management application and click Settings .
2. Go to Resource Management > Job Profile.
3. Select the Job Profile to delete and click the () Delete button.