Date posted:
January 27, 2025

How do I set up Custom Roles in My Company?

The Roles feature allows you to manage learners in the same role more efficiently by defining their job descriptions, required skills, and expected proficiency levels. You can create custom roles unique to your company or use and modify roles from our database. This ensures learners receive relevant training aligned with their responsibilities.

Our Roles feature helps you manage all learners in your company in a specific role at the same time. What is their job description? What skills do they need? At what skill level do they need to be performing?
Let's create a custom role.
Step 1: Navigate to 'Role & Skill Management' in your side menu. From this page, you can view all existing roles, or create a role by clicking on 'Create Role'. You can also navigate to 'Role wizard' to create a new role.
Step 2: Select 'Create a Custom Role' from the options, and capture the relevant information, including:
  1. Role name
  2. Role description
  3. The seniority
  4. The country your company is based in
You can also use Kepler AI to help provide different role descriptions by clicking on 'Regenerate'. Click 'Next' when you're done.
Step 3: Assign the skills relevant to the role, and the expected proficiencies. You can also use Kepler AI to suggest expected proficiencies for any skills that you are unsure of, by clicking on 'Suggest proficiency', and click 'Next' when you're done.
Step 4: Choose who you'd like to assign the job role to. You can narrow your search down to include people in a department or team, as well as individuals.
Step 5: Confirm all the role details, and make any edits that you need to. Click on 'Activate' when you are happy!

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