Dashboard

Monitoring Progress with the Job Profile Dashboard

Purpose: Track the status of your job profiles and identify areas for improvement.

Overview

• Key Metrics:

  • Roles Without Profile: Number of roles missing profiles (e.g., 107).

  • Profiles with Low Score: Profiles needing enhancement (e.g., 96).

  • Profiles Not Updated: Profiles outdated for over 6 months (e.g., 665).

• Quick Actions:

  • View / Edit Profiles: Access existing profiles.

  • Generate Job Profile: Create new profiles using templates.

  • Add New Profiles: Manually add profiles.

  • Manage Approvals: Review approval workflows.

• Action: Click on metrics or actions to address gaps in your profiles.

Dashboard

Managing Job Profiles

Purpose: View, manage, and perform bulk actions on job profiles.

Steps:

1. Navigate to View/Edit Profiles.

2. Use tabs to filter profiles: All Profiles, Active, In Review, or Drafts.

3. Review the profile list:

• Columns: Job Profile Name, Job Family, Job Role, Status, Last Modified, Score, Actions.

• Example: "Account Director" (Sales & Marketing), score 85, status "A" (Active).

• Last Modified: Shows user and date (e.g., "[e-mail]-08/08/2024" or "SFADMIN-19/02/2025").

1. Perform actions:

• Bulk Actions: Select profiles using checkboxes and use buttons like Bulk Generate, Publish All in Drafts, or Delete All Selected Drafts.

• Individual Actions: Click icons to delete, edit, or view profile details.

Outcome: Profiles are organized, and you can take bulk or individual actions as needed.

Manage Job Profiles

Sending Profiles for Approval

Purpose: Submit profiles for review to ensure quality before publishing.

Steps

1. From the Job Profiles section, select profiles and click Send for Approval.

2. In the popup:

• Search for an approver using Search by Name or Employee ID.

• Click Send for Approval.

1. Receive confirmation: "Profiles are being generated! Selected Profiles are being generated. You can view them as drafts when the generation is complete."

Outcome: Profiles are sent for approval, ensuring they meet organizational standards.

Sending Profiles for Approval

Editing a Job Profile

Purpose: Update or refine job profiles to keep them accurate and relevant.

Steps:

1. In the Job Profiles section, locate the profile (e.g., "AI Architect/Lead Engineer").

2. Click the the 'right arrow' under Actions.

3. On the Edit Profile screen, review and update:

• Family Name: Job family (e.g., Artificial Intelligence Engineering).

  • Role Name: Specific role (e.g., AI Architect/Lead Engineer).

  • Profile Name: Profile identifier (e.g., AI Architect/Lead Engineer).

  • Details (as on SuccessFactors): Notes or integration details.

  • Job Title: Role title (e.g., "AI Architect/Lead Engineer").

  • Job Summary: Brief overview of the role.

  • Roles and Responsibilities: Specific duties.

1. Use the buttons to manage changes:

• Copy All Text: Copies profile text to the clipboard for external use.

  • Regenerate All: Re-generates AI content, overwriting existing text.

  • Cancel: Discards changes and exits.

  • Submit: Saves and submits for further processing.

  • Save for Review: Saves for internal review.

  • Send for Approval: Sends to an approver (opens approval popup).

  • Publish as Active: Publishes the profile as an active listing.

Outcome: The profile is updated, ready for review or publishing.

Editing Job Profiles

Tips for Effective Use

• Keep Profiles Current: Regularly check the dashboard and Last Modified column to update outdated profiles.

• Maximize AI Features: Use AI-generated content for sections like Job Description and Skills, then review for accuracy.

• Standardize with Templates: Set up templates in the pre-requisites to maintain consistency.

• Streamline Approvals: Monitor and follow up on approvals to keep workflows efficient.