Date posted:
January 27, 2025

How do I set up Roles using Kepler AI?

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 your first role using Kepler AI.
 
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: Click on 'Build a role with Kepler AI' and capture relevant details, including:
  1. Role name
  2. A brief description of the role and the industry
  3. The seniority
  4. The country your company is based in
Our AI tool can provide robust descriptions and skills for your roles, but the more information you provide, the more accurate the suggestions are.
 
Step 3: Click on 'Generate' to generate your role.
 
Step 4: Confirm the details that Kepler AI provides. Kepler AI generates a different role name if required, and a job description that is based on the industry and the country.
 
Step 5: You can edit the job role in multiple ways:
  1. You can edit it manually by overriding the name and description provided; or
  2. You can use Kepler AI to regenerate a role name and description. There are four options you can use to regenerate the role details:
    1. expand - provide more details on the role;
    2. shorten - shorted the description;
    3. simplify - make the description shorter; or
    4. improve - provide a better description.
Step 6: Click on 'Next' when you're done.
 
Step 7: Kepler AI provides a list of suggested skills, as well as expected proficiencies. You can edit any of the skills and suggested proficiencies. You can also see the definitions of the expected proficiencies.
 
Step 8: Click on 'Next' to save the skills.
 
Step 9: Choose who you'd like to assign the job role to.
 
Step 10: You can narrow your search down to include people in a department or team, as well as individuals.
 
Step 11: Confirm all the role details, and make any edits that you need to. Click on 'Activate' when you are happy!

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