Knowledge Base

Using Roles to specify particular skill sets for people

If you would like people with a role to be assessed on skills assigned to that role:

Step 1: Configure the Role:

  1. Create the role per the steps above
  2. For "Define skill categories?" select "Yes"
  3. Select the categories that you wish to assign to the role.


Step 2: Configure people:

In the "Add/Invite person" or "Edit person" page:

  1. For the "Role" Field, select the role you created.
  2. For the "Skill set" field select "Use role skills".


The person will now be assessed on the Role's skills. You can confirm this by going to the person's summary page and checking that "Role" is displayed next to "Skill set" in the "Information" section.