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HR & PayrollGuide ยท v1.0

Set up job profiles, competencies and KPIs

Author reusable competencies and metrics, then build job profiles that pin required proficiency levels and standing KPIs to each role.

Job profiles describe a role once and reuse it across recruitment, onboarding and performance. You build a library of competencies and metrics, then attach them to each profile with role-specific levels and targets.

Before you start

  • You need permission to manage HR master data for the relevant scope.
  • Competencies, metrics and job profiles are all scoped โ€” set the Scope level and its hierarchy fields when authoring each.
  • Build the competency and metric libraries first so you have them to attach to profiles.

Steps

Author a competency

  1. Go to HR โ†’ Master data โ†’ Competencies. Enter the Name (required) and a Category (core, leadership, technical or functional โ€” required). Optionally add a Description and Behavioural anchors for levels 1 to 5 (each may be partly filled).

Author a metric (KPI definition)

  1. Go to HR โ†’ Master data โ†’ Metrics. Enter the Name (required), a Unit (currency, percent, count, score or ratio โ€” required) and a Direction (higher is better or lower is better โ€” required). Optionally add a Description and a Category.

[screenshot: a metric definition with unit and direction]

Build a job profile

  1. Go to HR โ†’ Master data โ†’ Job profiles. Enter the Title (required). Optionally set a Job family, a Grade band, a Purpose, up to 60 Responsibilities, and an Interview guide (up to 30 stages, each with a stage name and optional focus).

[screenshot: the job profile editor with responsibilities and interview guide]

Attach competencies and KPIs to the profile

  1. Attach a competency: select the Competency and set the Required level (1โ€“5, required). Optionally add a Weight (0โ€“100) and Notes.
  2. Attach a KPI: select the Metric, and optionally set a role-specific Target, a Weight (0โ€“100) and Notes.

Result

The profile now carries its required competencies and standing KPIs. Requisitions and engagements can reference it, and its content is versioned โ€” editing an active profile cuts a new draft version.

Put this into practice