Creating a Role

Creating Roles in Learn Amp establishes the foundation for transparent career pathways. Each Role you define becomes a destination learners can aspire to, complete with clear skill requirements and progression routes.

Well-defined Roles help learners understand what's expected in different positions and identify the skills they need to develop. This clarity drives self-directed learning and supports meaningful career conversations between managers and their teams.

Roles are created using a structured form where Admins or HR users define:

• The role's name and description

• Key responsibilities

• A category for organisation

• Associated skills with optional required proficiency levels

• Career pathway connections ("Advancing from" relationships)

Once created, Roles appear in the Roles directory where learners can browse, compare, and set targets.

To create a Role, you must:

• Have one of the following user roles:

  • Owner – Full access within their company

  • Admin – Administrative access within their company

  • HR – Can manage roles and categories

• Have the Roles feature enabled for your organisation

💡 Tip: Before creating roles, ensure your Skills taxonomy is set up. This allows you to associate meaningful skills with each role.

1. Click Company Settings in the sidebar

2. Select Learning Taxonomy

3. Click Manage Roles

4. Click the Add Role button

5. Enter the Role Name (e.g. "Senior Software Engineer")

6. Add a Description explaining what the role involves

7. Enter Key Responsibilities outlining core duties

8. Select or create a Category to group similar roles

9. In the Skills section:

   • Click Add Skill

   • Search and select relevant skills

   • Set the Required Level for each skill (optional)

10. In the Advancing From section:

    • Select roles that typically progress into this position

11. Click Save to create the role

The role will now appear in the Roles directory for learners to browse.

For bulk creation, see the Importing Roles via CSV article. This is recommended when setting up your initial roles taxonomy or adding many roles at once.

You can duplicate an existing Role to save time when creating similar positions:

1. Go to Company Settings → Learning Taxonomy → Manage Roles

2. Find the role you want to duplicate

3. Click the three dots (⋯) next to the role name

4. Select Duplicate

5. A new role is created with "(Copy)" appended to the name

6. Edit the duplicated role with your changes

7. Click Save

💡 Tip: Duplicating is useful when creating role progressions (e.g. Junior → Mid → Senior) where skills overlap significantly.

Q: Can I edit a role after it's created?
Yes. Navigate to Manage Roles, find the role, and click to edit. Changes take effect immediately.

Q: What happens if I don't set required skill levels?
The role will still work, but match percentages won't be as meaningful. Learners will see skills associated with the role but won't have specific targets to aim for.

Q: Can I create roles in different languages?
Role names and descriptions support translations if your organisation has multiple languages configured.

Q: How many skills should I associate with a role?
Focus on the 5-10 most critical skills. Too many skills can overwhelm learners; too few won't provide meaningful guidance.

Q: Can the same skill appear in multiple roles?
Yes. Skills can be associated with as many roles as needed, with different required levels for each.

Q: What's the difference between Description and Key Responsibilities?
Description provides an overview of the role's purpose and scope. Key Responsibilities lists specific duties and expectations—use bullet points for clarity.

Last Reviewed: 02/12/2024