If you're looking to streamline your organization's structure and ensure clarity in roles within Teamflect, adding job titles is a crucial step. Here's a step-by-step guide on how to do it efficiently:
Automatic Import from Microsoft 365
Access the Admin Center: Log in to Teamflect and navigate to the Admin Center.
Navigate to the Career Section: Within the Admin Center, locate and click on the Career section.
Go to Roles: Within the Career section, find the Roles tab and click on it.
Utilize the "Scan My Organization" button: This feature will automatically scan and import job titles from your Microsoft 365 accounts.
Review Imported Titles: Once the scan is complete, you'll see a list of job titles from your organization's Microsoft 365 accounts, categorized by department. Review this list to ensure accuracy.
Manual Addition
Go to Roles: Within the Career section, find the Roles tab and click on it.
Add New Role: Look for the "+ Add New Role" button and click on it to begin adding a job title manually.
Enter Details: Fill in the required details for the job title:
Role Name: Provide the name of the job title.
Role Description: Optionally, describe the role.
Unique Identifier: If applicable, enter a unique identifier for the role.
Role Level: Select the appropriate level for the role.
Employment Type: Choose the type of employment associated with the role.
Key Responsibilities: Specify any key responsibilities associated with the role.
Required Competencies: Add required competencies from the dropdown menu, which can be edited in the Competency Library within the Career module.
Save: Once all details are entered, click on the "Save" button to save the job title to the Roles section within the Career module.
By following these steps, you can efficiently add job titles to Teamflect, ensuring clarity and organization within your company's structure.