Workforce setup

Workforce Setup is where you describe the jobs in your organisation: the roles people hold, the skills each role requires, and which people hold each role. The Skills-Gap and Workforce-Readiness analysis compares what each role requires with what the people in it actually hold. These are your organisation’s job roles, not LearnBoard sign-in roles.

At a glance

• Who can open it: the Admin role, with Manage workforce roles & skill requirements (manage.workforce-setup). Anyone else sees “You do not have permission to manage workforce setup.”
• Where: Admin console, Workforce Setup, at /admin/workforce-setup.
• Roles can sit under a parent role, to build a hierarchy.
• The roles you create here are also offered on Mandatory training as A role.

Create a role

1. Press New role. The Create a role card opens.

2. Fill in the form.

   Field	What to enter
   Role name	Required, up to 120 characters, for example “Registered Nurse”.
   Description	Optional: what this role does.
   Parent role	No parent (top-level), or the role this one sits under.

3. Press Create role.

Org roles

The role catalogue. Each row shows the Role, its Parent, the number of skill Requirements and the number of people Assigned. Select a role to manage its skill requirements and assignments. Edit a role with the pencil; delete it with the bin, which removes its requirements and assignments too.

Skill requirements

For the selected role, the card Skill requirements lists the skills it needs.

Field	What it means
Skill / competency	The skill the role needs, for example “CPR Certification”. It is matched against a competency name on the Competency Matrix: a certificate, course or tag name.
Importance	Mandatory, Desirable or Nice to have.
Min proficiency	Emerging, Proficient or Advanced.

Importance and minimum proficiency weight the gap the analysis reports. Add a requirement with Add requirement; edit or remove one from its row.

Assigned users

The card Assigned users lists the people in your workspace who hold the selected role, with their email. Choose someone under Assign a user and press Assign to add them. Removing an assignment does not delete the person.

Tip

Name each skill exactly as the matching certificate, course or tag is named in Moodle, so the analysis can find who holds it.

Related

Mandatory trainingRequire training for a role you defined here.

Training cost setupCosts behind Training ROI.

Users and invitationsThe people you can assign to roles.