Adding a job role

Formalization of job roles is a key factor in compliance and standardization when managing an organization.

In Yomly, the procedure for job role definition is centralized in the Organisation Management feature, which also enables integrating job roles closely with HR processes such as recruitment and employee movement across positions.

To add a job role, do the following:

1. In the sidebar, in the Business section, go to Organisation Management > Roles.

   

2. In the upper-right corner, click + Create Role.

3. Enter the following details for the role:

   Field	Description
   Title	Enter the title used by any employee who has this job role
   Number of Positions	Enter the head count (number of employees) that you want to set up for this position
   Description	Enter the job description. You can use this field to document the job role for compliance reasons.
   Job Description Internal	Select a previously-created job description to associate with this role within your organization. To create a job description, in the sidebar, in the Business section, go to Organisation Management > Job Description.
   Job Description External	Select a previously-created job description to associate with this role when it is displayed externally (for example, for recruitment).
   Span of Control	Enter the limit of authority for this position. The span of control you set has an impact on other areas, such as leaves.

   

4. Stages represent the progression of the employee through different milestones in the recruitment and joining process. You must configure at least one stage for the job role. Enter the following details:

   Field	Description
   Stage	Select one of the following stages: Job Application Job Offer Onboarding Promotion
   Type	Select the certification, education requirement, or documentation that the employee needs to have at this stage. For example, the employee might need a license, educational degree, or clearance at this stage.
   Description	(Optional) Enter the description of the stage.
   Performance Indicator	Enter a performance indicator for the stage.

   To add additional stages to the employee's progression, click Add Stage.

5. Click Save Role.

   After saving the role, you can assign it to an employee by selecting the role title from the Job Title drop-down menu in the employee's profile.

   

Related Information

For related information, see Centralization of job roles.