Role IQ for team managers and plan admins: Enterprise plans

Tags: Skills

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 to help you skill up your teams into modern tech roles.

On Enterprise plans, all team managers and plan admins can create, customize, and assign roles to learners. Additionally, plan admins can view advanced Role IQ analytics.

This article discusses Role IQ for Enterprise plans. For Professional plans, please see this article.

Who can use this?


Tip: Before we get started, make sure you understand skill assessments and the learner Role IQ experience.

How can I use Role IQ?

To get to the Role IQ admin page, click on Dashboard in the left-hand Leader Tools. Then scroll down and click on View & Customize Roles on the right.

Enterprise plans have access to the following features:

  • Assignment of roles: You can assign any role to one or more learners on your plan.
  • Pluralsight-created roles: Built by Pluralsight content creators and partners, Pluralsight-created roles cover a wide range of skills and roles within a given industry.
  • Customized roles: You can create a new role from scratch, or customize an existing role to the needs of your team or organization.
  • Basic and advanced roles analytics: Basic roles analytics gives you top-level insight into team or organization engagement and visibility into aggregate role proficiency. Advanced roles analytics gives you more detailed insight into individual engagement, including individual skill levels and last measurement times.

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How do I assign a role?

Assign a role to an individual

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

  1. Locate and click on a role.
  2. Click the Assign Role button.
  3. Type the name or email address of the learner you wish to add.
  4. Click the Assign role button to finalize.

This will add the role to that learner's Role IQ page. The learner also receives an email indicating they’ve been assigned to a role.

If using a learner's email address (Step 3, above), it must be the primary email address used for their Skills profile.

To unassign a learner from a role, click the avatar(s) to the right of the Assign Role button and unassign the learner.

Assign a role to a team

You can assign a role to each member of your team all at once. This allows you to add the role faster, and helps make sure nobody gets missed. If new learners are added to the team in the future, they'll automatically be assigned any roles already assigned to the team.

To assign a role to a team, follow the steps above under the "Assign a role to an individual" section. But instead of the individual learner's name (Step 3), enter the team's name. This will add the role to each team member's Role IQ page, and each learner on the team will receive the email notification.

You can unassign individual learners from a role as described above under the "Assign a role to an individual" section. Or you can choose the team name to unassign each member of the team all at once.

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How do I create and customize a role?

You can create a new role from scratch—or customize an existing role, allowing you to customize the skills within it to fit your organization. There's no limit to the number of roles you can customize and create.

To get started:

Click the Create role button in the top-right of the roles page.
Click on a company role from your roles page, then click Duplicate this role.
Click on a Pluralsight-created role from your roles page, then click Customize this role.

You’ll then be guided through a three-step process to create and customize your role.

Step 1: Select 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: Select the skills you wish to include in your 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, which will allow learners on your team to see the role from their Role IQ page. Or you may save the role as a draft and come back to it later. Draft roles are easy to find on the roles page under the Draft tab.

To delete a role you've customized, click the role you wish to delete, then click 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're 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.

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How do I manage company roles on multiple plans?

If you’re a team manager or plan admin on more than one business plan, it can be a challenge keeping all your customized company roles straight. Skills simplifies this for you with the plan switcher.

Use the plan switcher to navigate from one business plan to another. You’ll only see the company roles of the plan you’ve selected.

Can't find a company role you thought was there? Use the plan switcher to see if it's "hiding" in a different plan.

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How do I use Roles analytics?

On an Enterprise plan, you have access to both basic and advanced Roles analytics. This gives you a high-level view of your team's engagement with Role IQ, along with detailed, individualized breakdowns of how your team members engage in their roles.

To get started, click on Analytics using the left-pane navigation. Click the Roles tab in the top center panel.

Please see our article on Roles analytics for details.

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