Role IQ for leaders: Enterprise plans

Tags: Skills

Role IQ helps you understand the skills important to your learners' roles within your organization. Whereas 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. See our sister article to learn about Role IQ for Starter and Professional plans.

Who can use this?



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

Using Role IQ

To get to the Role IQ admin page (opens in new tab), click Dashboard in the left-hand Leader Tools. Then scroll down and click View & Customize Roles.

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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Who can use this?


Assigning roles

Assign a role to an individual

You can assign any role to one or more learners on your team, as long as they have a license.

  1. Locate and click a role on the Role IQ admin page (opens in new tab).
  2. Click Assign Role.
  3. Type the name or email address of the learner you want to add.

    If using an email address, it must be the primary email address for the learner’s Skills account.

  4. Click Assign role to finalize.

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

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 on your team 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 in 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 also unassign a role from a team as a whole. Click one of the avatar circles next to the Assign role button. Click Unassign next to the team you wish to remove. You may also remove individual team members without unassigning the whole team.

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Creating and customizing a new 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 Create role on your Role IQ admin page (opens in new tab).
Click a company role on your Role IQ admin page, then click Duplicate this role.
Click a Pluralsight-created role on your Role IQ admin 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 fitting the needs of your team and organization.

  1. Role title: Enter your custom role title here.
  2. Skill search: Search skills and add them to your role here.
  3. 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 Next to continue.

Step 2: Customize proficiency goals for your skills

This is where you can view skill proficiency goals and targets. 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 caret icon.

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

Click Next 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 will populate from your selected skills.

When you’ve completed your changes, click Publish this role, which will allow learners on your team to see the role from their Role IQ page. You can also save the role as a draft and come back to it later. Draft roles are easy to find on your Role IQ admin page (opens in new tab) under the Draft tab.

To delete a role you've customized, click the role you want 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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Managing company roles on multiple plans

If you’re a team manager or plan admin on more than one team plan, it can be a challenge keeping all your customized company roles straight. Skills simplifies this for you with the plan switcher, which allows you to navigate between your team plans. You’ll only see the company roles of the plan you’ve selected.

Can't find a company role you thought was there? Toggle the plan-switcher in the top navigation bar to see if the role is located in a different plan.

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Using Roles analytics

Depending on your team plan, you may have access to basic and advanced Roles analytics. These analytics reports give 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 Analytics (opens in new tab) 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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If you need help, please contact Pluralsight Support.