Skip to main content

How to Customize the Career Module

Customize job roles and competencies in Teamflect’s Career module to build clarity and growth.

Written by Myka
Updated over 2 weeks ago

Overview

The Career module in Teamflect helps you define and manage job roles, competencies, and skill expectations across your organization—creating clarity around growth paths and performance expectations. By customizing this module, you can tailor career frameworks to match your company’s structure and development goals.

In this article, you’ll learn how to personalize the Career module settings, including adding and organizing competencies and job roles, so you can support meaningful career progression and talent development within your team.

  • Build a Competency Library with relevant skills and levels.

  • Relate competencies to specific job roles.

  • Add or import job titles automatically from Microsoft 365.

📋1. Adding Job Competencies

Step 1: Accessing the Competency Library

  1. Log in to Admin Center: https://admin.teamflect.com/

  2. Navigate to Career → Competency Library.

This is where you can view, add, and manage all organizational competencies.

Step 2: Add a New Competency

  1. Click + Add New Competency.

Complete the required fields:

  • Competency Name – The skill or behavioral area to define.

  • Competency Level – Choose proficiency levels (e.g., Beginner, Intermediate, Expert). To customize levels, click Manage Levels.

  • Expectations for the Competency – Describe what behaviors or outcomes are expected.

  • Add Learning Materials if applicable from the Learning Materials Library.

  • Select a competency expert if applicable.

  • Click Save to add the new competency to your library.

💡 You can edit or delete competencies later as your organizational needs evolve.

Step 3: Relate Competencies to Job Roles

  1. From the Career module, go to the Roles section.

2. Select a role and click edit, then scroll down to the Required Competencies area.

3. Click Add Competency from library and choose from your Competency Library.

4. Click 'Select' next to the ones you select for the role to be added

5. Additionally, you can add weights next to each competency.

6. Click Save to associate the selected competencies with that role.

You can relate competencies to the job titles in bulk. Learn more.

🧭2. Adding Job Titles

Step 1: Automatic Import from Microsoft 365

  1. In the Admin Center, open Career → Roles.

  2. Click Scan My Organization to import job titles directly from Microsoft 365.

  3. Review the imported list for accuracy and remove duplicates if necessary.

Step 2: Manual Addition

  1. Go to Career → Roles.

  2. Click + Add New Role.

  3. Fill in the following details:

    • Role Name

    • Description

    • Unique Identifier (if applicable)

    • Role Level (e.g., Junior, Mid, Senior)

    • Employment Type

    • Key Responsibilities

    • Required Competencies (link from your Competency Library)

  4. Click Save to add the job title.

Your newly created roles will now appear in the Career module, where they can be used for goal setting, reviews, and competency mapping.

HR Use Cases

  1. Competency-Based Performance Reviews: Link job-specific competencies to review templates for more objective evaluations.

  2. Career Development Planning: Build clear skill expectations that guide employees’ Individual Development Plans (IDPs).

  3. Succession and Promotion Readiness: Use competency alignment to identify future leaders and close skill gaps.

Final Thoughts

The Career module connects organizational structure with individual growth. By keeping your competencies and job titles up to date, you create a consistent framework for performance, development, and promotion decisions.

Leverage the Competency Library to align skill expectations company-wide, and use automatic imports to maintain data accuracy with Microsoft 365. The more consistent your role definitions are, the stronger your foundation for career progression and talent development.


Did this answer your question?