Before creating individual roles, it’s worth planning your Job Family structure. Families are used to group and browse roles, so think about how your organisation is structured (for example, by department or seniority band).

Admin > Users > Job Roles > Families button

Lists all the Job Role Families, indicating whether each is in use and how many roles are using it.

Create a Job Family

1. Admin > Users > Job Roles
2. Select the Families button then New.
3. Enter the Name.  The System name will populate automatically.
4. Save.

Edit a Job Family

Click the edit icon and update details as required, then save.

Delete a Job Family

You can only delete Job Families that have not been used against a Job Role.  In the Job Role Families blade it indicates whether it is in use or not.  The delete icon is only available when not in use.  Click the icon to delete - you are asked if you are sure.

Admin > Users > Job Roles 

The list shows all roles in the system and whether they are enabled.

Create a Job Role

1. Admin > Users > Job Roles 
2. Click the New button.
   
3. Complete the fields:

4. Save.

Edit a Job Role

Click on the row of the job role or select Actions-Edit.

Delete a Job Role

A role cannot be deleted if it is referenced anywhere in the system. The system checks for usages in:

• User profiles (including role history)
• Allocation Rules
• Time to Fees configuration
• Goods & Services items
• Business Rules

1. On the Job Role select Actions-Delete.
2. This checks the system and opens the Find Usages blade. If usages are found, they are listed.
   
3. Click the settings cog to go to view the details.
4. If no usages are found, click the Delete button - you are asked if you are sure.

Disable a Job Role

If you cannot delete a Job role as it is in use, disable it instead. This prevents it from being assigned to new users or used elsewhere in the system, but does not affect existing assignments or history.

Edit the Job Role and switch Enabled off.

Each user type can be configured to require a Job Role for users of that type.  When enabled, users of this type who have no Job Role assigned are flagged in the User Advisor. Defaults to on for new user types.

1. Modeller > Participants > Participant Types > User
2. Click on the User Type to Edit > Select User Type Settings.
3. In the Employee blade set Job Roles - User type requires a job role: On/Off.
   
4. Save & Close.

The User Advisor is visible in Admin > Job Roles.  

A message displays above the list view.  Click to open the Assistant Advisories blade. Click on a row to view and resole the issue.

If your environment uses SCIM to provision users, you can configure a default Job Role that is automatically assigned to new users added via SCIM. 

1. Modeller > Global Features
2. Switch Include Advanced On
3. Integrations > SCIM
4. Click the cog settings
5. Select the Provider
6. In the Default Job Role select the job role.
7. Save