Role IQ for enterprise plan managers and admins

Tip: Before we get started, we recommend checking our articles on skill assessments and the learner Role IQ experience. This will help you as you learn about Role IQ for plan admins and managers.

Role IQ helps you understand the skills important to your learners' roles within your organization. Where Skill IQ helps you understand individual skills in a given technology, Role IQ combines those skills - creating roles that help learners in your organization. On Enterprise plans, both team managers and plan admins can customize and assign roles to learners. Additionally, plan admins can view Role IQ analytics.

Assigning a role

You can assign any role to one or more learners with a license on your team.

To assign a learner to a role:

  1. Locate and click on a role.
  2. Click the Assign Role button.
  3. Enter the learner's name.
  4. Click the Assign role button to finalize. This will add the role to that learner's Role IQ page.

To unassign learners from a role, click your learners avatars to the right of the Assign Role button and unassign any learner in that role. The learner will receive an email notification with the role you assigned.

Creating and Customizing a role

Click the Create Custom Role button in the top-right of the roles page to create a new role. 

You can also customize an already made role, allowing you to customize the skills within it to fit your organization. There is no limit to the number of roles you can customize and create.

To get started, click on a role from your roles page followed by clicking Duplicate this Role

Step 1 - Select the required skills for your role

All roles are a collection of skills. Customizing skills in a role is essential to having the type of role that fits the needs of your team and organization.

A. Role title: Enter your custom role title here.
B. Skill search: Search skills and add them to your role here.
C. Skill selector: Skills highlighted in blue represent the skills included in your role. Clicking on an included skill removes it from the role. Hover over the skill list to scroll and select a skill to add, or use the skill search above.

Click the Next button to continue.

Step 2 - Customize proficiency goals for your skills

View skill proficiency goals and targets here. We calculate these targets based on aggregate data around users who have assessed in these skills in similar roles. All skills default to the median benchmarks with the choice to increase or decrease these benchmarks by 10%. These thresholds do not adjust the Skill IQ results - they influence the threshold of the overall Role IQ score. Customize each skill using the carat icon.

Dragging and dropping skills changes their order which can be useful for sorting skills by importance.

Click the Next button to continue.

Step 3 - Personalize your role badge

Customizing the technology icon and background color for each custom role allows differentiation as you assign, manage, and measure Role IQ across your team. If available, technology icons populate from your selected skills.

Click the Publish this role button allowing learners on your team to see the role from their Role IQ page. You may also save the role as a draft and come back to it later.

To delete a role you've customized, click the role you wish to delete followed by clicking the options menu to the right of the edit button. Click delete and finalize the deletion when prompted.

Important: As you customize or assign roles, you may come across roles or skills marked BETA. This means we are still validating the skill assessment. Learners can still take skill assessments in beta, but will have a pending Role IQ. 

Once a skill assessment is moved out of beta, the learner must take the assessment again in order to finish their Role IQ.

Role IQ analytics (Plan admins only)

Role IQ analytics gives you insight on how learners in your organization are engaging in their roles. Engagement means the learner selected at least a level in at least one role. Find proficiencies in skills, learners who have self-assessed or completed a role, and individualized breakdowns of skills taken.

Roles analytics is updated in real-time but may have a 15 minute delay. 

Note: If a learner completed all assessments in a role but not showing a Role IQ level, the learner must go back to their Role details page. This assigns the role level to the learner.

Find Role IQ analytics in the analytics dashboard in the left-pane navigation, or by clicking the View analytics in the top right area of your roles page.

A CSV download of the analytics report is available on the roles analytics page. To download, click the orange Download reports button in the top right.

Check out our article on Roles analytics to learn more!

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